SkyOak Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$196,298,536
Total clients
233
20% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
78
Average account size
$842,483
Client services
Fee options
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
SkyOak Capital, Inc.
6671 Las Vegas Blvd S, Suite 210
Las Vegas NV 89119, United States
Number of offices
3
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