Advisor at Oak Wealth Advisors LLC
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Firm
Oak Wealth Advisors LLC
Location
Northbrook, IL 60062
Credentials
CFP®, Series 65
Industry experience
17 years
Michael Walther is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He has been with Oak Wealth Advisors LLC since 2008. Oak Wealth Advisors provides discretionary investment management and financial planning primarily for individuals, families, trusts, estates, and certain employer retirement plans, focusing on individual and high-net-worth clients. The firm emphasizes broadly diversified, low-cost, tax-efficient portfolios constructed mainly with no-load mutual funds and ETFs, guided by client-specific Investment Policies and a passive management approach.
Based on Oak Wealth Advisors LLC
Based on Oak Wealth Advisors LLC
Fixed fee for project-based financial planning ranging from $2,000 to $25,000
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001+: 0.20%
Ongoing financial planning fixed fee paid quarterly in advance, ranging from $5,000 to $20,000 annually
Account minimum: $5,000 Minimum fee: $5,000 annual minimum fee for investment management services Fee-only: Fixed fees for financial planning: ongoing $5,000 to $20,000 annually; project-based $2,000 to $25,000 per project
836 Skokie Blvd
Northbrook, IL 60062
Illinois
Oak Wealth Advisors LLC
2008 - Present (18 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
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.
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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