Damien Rennie

Financial Planning initial plan: $1,500 - $10,000; Private Wealth Manager & Family Office Services fixed annual fee: minimum $27,500.

$0 - $1,000,000: 1.25% annually $1,000,000 - $2,500,000: 1.00% annually $2,500,000 - $10,000,000: 0.80% annually $10,000,000+: 0.65% annually

Insurance products sold through affiliate SkyOak Asset Protection Group generate commissions to representatives.

Financial Planning or Consulting: $300-$600/hour; Private Wealth Manager & Family Office Services: $600/hour minimum.

Performance-based fees may be charged by recommended Investment Managers or funds; SkyOak may recommend such investments but does not directly charge performance-based fees.

Account minimum: No specific minimum required generally; however, certain investment strategies may require minimum asset amounts that can be waived at the advisor's discretion. Specific minimums for certain services are: Investment Management Services - minimum annual fee of $2,400 (implying a minimum asset level under $1,000,000 with 1.25% fee), Private Wealth Manager & Family Office Services - minimum fee of $27,500 per year, Corporate Retirement Plans - minimum fee $5,000, Self-Directed IRA Services - minimum fee $800. Minimum fee: $2,400 minimum annual fee for Investment Management Services; $27,500 minimum annual fee for Private Wealth Manager & Family Office services; $800 minimum fee for Self-Directed IRA services; $5,000 minimum fee for Corporate Retirement Plans Fee-only: Financial planning fees can be fixed, hourly, or recurring. Private Wealth Manager & Family Office Services may be charged as flat fees, hourly fees, or percentage of net worth. Self-Directed IRA services fees are percentage-based with minimums.