Advisor at Silveroak Wealth Management LLC
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Firm
Silveroak Wealth Management LLC
Location
Edina, MN 55435
Credentials
CFP®, PFS™, Series 66
Industry experience
8 years
Kathleen Nelson is a CFP® and PFS™ with 8 years of industry experience. She has been with SilverOak Wealth Management LLC since 2015. She is also a partner of an inactive accounting firm, Moquist Thorvilson & Kaufmann. SilverOak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax-related services, emphasizing individualized investment policy development and ongoing portfolio supervision.
Based on Silveroak Wealth Management LLC
Based on Silveroak Wealth Management LLC
Fixed fees typically range from $1,500 to $25,000 depending on service type and complexity.
$0 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.35% annually $10,000,001+: 0.20% - 0.35% annually (negotiable)
Hourly fees range from $50 to $350 per hour depending on service and complexity.
Account minimum: $250,000 Fee-only: Fixed fees typically ranging from $1,500 to $25,000 for various services; hourly rates from $50 to $350 per hour; fixed fees for workshops and consulting; tax preparation fees $1,000 - $3,000; bill pay services $1,500 - $6,000 monthly.
3600 Minnesota Drive, Suite 860
Edina, MN 55435
Minnesota
SilverOak Wealth Management LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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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