Advisor at Oak Tree Wealth Management
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Firm
Oak Tree Wealth Management
Location
Corpus Christi, TX 78401
Credentials
Series 65
Industry experience
3 years
Christopher Mcmahan is a financial advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at New York Life Insurance Company and Medivita Health, as well as time spent as a full-time student. Oak Tree Wealth Management offers fee-based discretionary portfolio management, financial planning, and consulting services primarily to individuals and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis in customized investment programs and manages approximately $12.7 million in discretionary assets across about 58 client relationships.
Based on Oak Tree Wealth Management
Based on Oak Tree Wealth Management
$0 - $100,000: 2.00% annually $100,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.80% annually Over $5,000,001+: Negotiable
$295 per hour for financial planning and consulting
Fee-only: Financial planning consulting at $295 per hour, negotiable based on complexity and client needs
101 N. Shoreline Blvd., Suite 304
Corpus Christi, TX 78401
Texas
Oak Tree Wealth Management, LLC
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
New York Life Insurance Company
2021 - 2022 (1 year)
Medivita Health
2020 - 2021 (1 year)
Full Time Student
2016 - 2021 (5 years)
FESCO Ltd
2011 - 2016 (5 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 63, Series 65
Corp Christi, TX
JMJRG, Inc. dba Strategic Wealth Management Group
Series 63, Series 65
Corpus Christi, TX
Springwater Advisors, LLC
Series 63, Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
CFP®, Series 63, Series 65
Corpus Christi, TX
Springwater Advisors, LLC
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