Oakwater Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,338,509
Total clients
54
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
54
Average account size
$80,343
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Fixed fees between $1,000 and $10,000 for financial planning services
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.70%
Between $200 and $400 per hour for financial planning services
Fee-only: Fixed fees between $1,000 and $10,000 for financial planning; Hourly fees between $200 and $400 per hour
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Oakwater Financial
107 W Alabama Ave Ste 2
Ruston LA 71270, United States
Number of offices
1
Forms ADV
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