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Oak Maple Finance, LLC

Updated today

Total assets under management

$79,349,641

Total clients

53

58% high-net worth

Total advisors

2

of 4 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

27

Average account size

$1,497,163

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Fixed fees range from $1,250 to $7,500 for Project-Based Financial Planning; $1,000 to $5,000 per seminar.

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,000+: 0.65%

Project-based

Project-Based Financial Planning hourly rate of $400 per hour.

Other

Minimum fee: Flat annual fee up to $15,000 for Wealth Management, initial fee up to $7,500 for financial plan construction Fee-only: Wealth Management is fee-only; no commissions or sales charges accepted.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Oak Maple Finance, LLC

35 King Street, Suite 10

Burlington VT 05401, United States

Number of offices

1

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