Fees & minimums
Let's start on the same page.
Eight Oaks discusses fees, services, account details, and applicable costs before any engagement begins.
General relationship guideline
Approximately $1 million or more available to invest.
Eight Oaks is generally best suited for individuals and families seeking an ongoing financial-planning and investment-management relationship at this level. Each situation is reviewed individually, and a separate planning arrangement may be available in some cases.
How tiered fees work
Each percentage applies only to the assets within that tier—not to the entire account balance.
Example: Suppose an account has $750,000. The first $500,000 is charged at the first-tier rate, while only the remaining $250,000 is charged at the second-tier rate. The two amounts are then combined to determine the total fee.
Annual advisory fee
The percentage decreases as managed assets increase.
Assets in tier | Annual advisory fee |
|---|---|
First $500,000 | 1.25% |
Next $500,000 | 1.00% |
Next $1,000,000 | 0.85% |
Next $3,000,000 | 0.65% |
Next $5,000,000 | 0.45% |
Next $10,000,000 | 0.40% |
Financial planning
Financial planning may be included at no additional charge for clients who meet the fee-based advisory relationship minimums.
Planning-only work
If financial planning is provided separately, the scope and fee are discussed before any engagement begins.
Other potential costs
Account-level expenses, investment-manager fees, product expenses, and other applicable costs are explained before agreements are signed.
No obligation
Understand the relationship before you begin.
Submitting a form or having an introductory conversation does not commit you or Eight Oaks to work together.
