Oasis Advisors

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Total assets under management

$239,311,393

Total clients

1,857

1% high-net worth

Total advisors

of 26 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$128,870

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning fees may be flat fees, negotiable per engagement. Subscription financial planning fees may be fixed or tiered monthly or quarterly, with possible onboarding fees.

Percentage

$0 - $100,000: 1.50% $100,001 - $500,000: 1.35% $500,001 - $1,500,000: 1.20% $1,500,001 - $5,000,000: 1.05% $5,000,001 - $10,000,000: 0.90% $10,000,001+: Customizable

Commissions

Commissions are received by certain representatives from the sale of investment products but commissions are not the firm's primary compensation.

Project-based

Financial planning fees may be charged hourly, negotiable per engagement.

Disclosures

Main office location

Oasis Advisors

136 S 4 Th Street

Forest City IA 50436, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Series 63, Series 65

Athens, TX

Oasis Advisors

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