We are eager and enthusiastic to get things started for you here at Oakview Wealth Solutions and look forward to creating a long lasting relationship. When questions arise, please don’t hesitate to reach out. You can reach Sylvia at sylvia@oakviewwealth.biz or Stanton at stanton@oakviewwealth.biz. Our office phone is 636-498-4326 and goes directly to our cell phones outside of business hours. Whether you are a planning client or an investment client, we are excited to serve you.

Please provide us with the most up to date version of the following documents:

Investment account statements

Retirement account statements

Annuity statements

Life insurance policies (in force illustrations)

Bank account statements (at least one for each account)

Previous two years of tax returns

College savings account statements

What you pay will always be discussed prior to any work being done.

HOURLY PLANNING $180/hr

Are there just one or two areas in your life that you need help with? Are you not ready to commit to an ongoing relationship with an advisor? That’s no problem! At Oakview, we know that everyone’s needs are different. That’s why we offer hourly planning as an option for our client’s. Our fee is $180/hour. Estimates are provided prior to the plan creation based on the scope of work, and billed after the plan is delivered.

ONGOING PLANNING $2700-$3700 Annually

Ongoing planning is for our clients who prefer their plan be supervised throughout the year. Updates are consistently made to your initial plan as well as quarterly and annual meetings as needed. You will also have unlimited access to us throughout the year for any questions or life changes that may occur. Our fee begins at $2,700.00 and caps at $3,700.00/year, billed monthly or quarterly. This option works perfectly if you’re a small business owner who needs cash flow assistance, individuals who need help with budgeting and investment management, or those who may be crossing the bridge into retirement.

INVESTMENT MANAGEMENT FEES

Assets Under Management Annual Fee

$0-$500,000 1.25%

The next $500,000 1.00%

The next $1,000,000 0.85%

The next $1,000,000 0.75%

The next $1,000,000 0.65%

Amounts over $4,000,000 0.50%

Fees are billed in advance quarterly and based on the balance of the account from the previous quarter.

It is incredibly important that we are proactive when it comes to your financial plan/investments. In order to serve you in a way that we strive to, we depend on communication from you when something changes in your life. Whether it be something that feels small, like receiving an unexpected bonus or something that feels big, like adding a new member to your family, we need to know so that we can adjust your plan accordingly. This can look like a quick phone call or email, so long as you send the information our way!

Oakview Wealth Solutions also requires at least ONE in-person or virtual meeting per 12 month period for all of our ongoing planning and investment management clients.