Advisor at West Oak Wealth
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Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.
Based on West Oak Wealth
$0 - $750,000: 1.00% $750,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.70%
Account minimum: $200,000.00 Fee-only: Financial Planning services charged as fixed fees ranging from $500 to $3,000 quarterly for ongoing planning; Project-Based planning fees range from $1,000 to $5,000.
Weatherford, OK
Oklahoma
West Oak Wealth, LLC
2023 - Present (3 years)
RTC Resources, LLP
1999 - Present (27 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
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 65
Weatherford, OK
West Oak Wealth
Series 65
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Series 63, Series 66
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Series 66
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Edward Jones
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