Advisor at Crimson Oak Wealth Management, LLC
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Firm
Crimson Oak Wealth Management, LLC
Location
Lexington, KY 40504
Credentials
CFP®, Series 66
Industry experience
19 years
Mohua Das is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Crimson Oak Wealth Management, LLC in Lexington, KY. She has led the firm since 2014. Crimson Oak Wealth Management offers personalized financial planning and investment management to individuals, high-net-worth clients, non-profits, and business owners. The firm employs a long-term investment approach using diversified portfolios and provides services including portfolio management, written financial plans, and employer retirement plan consulting.
Based on Crimson Oak Wealth Management, LLC
Based on Crimson Oak Wealth Management, LLC
Based on Crimson Oak Wealth Management, LLC
Financial planning fixed fees ranging from $2,500 to $5,000 depending on complexity.
$0 - $249,999: 2.0% annually (may be assessed to households with portfolios less than $250,000) $250,000 - $2,000,000: 1.5% annually $2,000,001 - $3,500,000: 1.15% annually $3,500,001 - $5,000,000: 1.00% annually $5,000,001+: Negotiable
Financial planning at $350 per hour.
Account minimum: $250,000 minimum household asset level (with possible 2.0% annual fee for less than $250,000; discretionary waivers possible) Fee-only: Investment management fees on tiered schedule; financial planning hourly and fixed fees; no commissions.
704 Spring Meadows Drive, Unit A
Lexington, KY 40504
Kentucky · Ohio · Texas
Crimson Oak Wealth Management, LLC
2014 - Present (12 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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