Advisor at Oak Street Advisory Group, LLC
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Firm
Oak Street Advisory Group, LLC
Location
Nevada City, CA
Credentials
CFP®, Series 65
Industry experience
11 years
Aileen Danley is a CFP® and holds a Series 65 license with 11 years of experience in financial advising. She has worked at Oak Street Advisory Group since 2018 and previously was with Warren Street Wealth Advisors and ZEIDERS Enterprises. Oak Street Advisory Group provides personalized financial planning, consulting, and portfolio management services to individual and high net worth clients. The firm applies fundamental analysis and Modern Portfolio Theory principles, managing portfolios primarily through mutual funds and ETFs with an emphasis on portfolio construction and asset allocation.
Based on Oak Street Advisory Group, LLC
Financial planning set fees range from $500 to $3,000 depending on complexity
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.50%
$350 per hour for financial planning and consulting services
Minimum fee: Minimum quarterly fee of $1,000 Fee-only: Financial planning and consulting services fees range from $500 to $3,000, hourly rate of $350
Nevada City, CA
California
Oak Street Advisory Group
2018 - Present (8 years)
Warren Street Wealth Advisors, LLC
2016 - 2018 (2 years)
ZEIDERS Enterprises
2013 - 2023 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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