White Oak Financial Management, Inc

WHITE OAK FINANCIAL MANAGEMENT, INC. is a financial advisory firm established in 2003, located in Asheville, North Carolina. The firm specializes in providing personalized financial strategies and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. Services include consultation on financial goals, cash flow management, education funding, retirement and estate planning, and tax guidance. WHITE OAK operates as a fee-based investment management firm, offering services under various agreements such as the Advisory Service Agreement and Investment Management Agreement. The firm charges fees based on a percentage of assets under management, with a fee schedule ranging from 0.7% to 2.0%. Clients have the option to engage in discretionary trading, where WHITE OAK has the authority to make investment decisions on their behalf. The firm does not require an account minimum and does not charge performance-based fees. Investment strategies include strategic and tactical asset allocation, with a focus on risk management. WHITE OAK does not vote proxies on securities and maintains a Business Continuity Plan for disaster recovery. The firm upholds a strong Information Security Program and Privacy Notice to protect client data. Key personnel include Laura C. McCue, President/CEO, Priestley C. Ford, Vice President/COO, and Brent A. Ford, CFP®, Treasurer/Managing Director/CFO/CCO. The firm's Investment Advisor Representatives are highly qualified, with educational backgrounds and relevant experience in the financial industry.