Oak Lane Advisors

Wealth Navigation, LLC, operating as Oak Lane Advisors, has been providing asset management and fee-based planning services since 2007. The firm offers discretionary asset management services, creating portfolios with a mix of investments tailored to clients' risk tolerance and objectives. Wealth Navigation utilizes mutual funds, ETFs, and individual securities, with a focus on diversified, long-term investment strategies. The firm also offers comprehensive financial planning services, with fees ranging from $2,500 to $10,000 based on the complexity of the client's financial situation. Clients can expect annual fees ranging from 0.90% to 1.25% based on assets under management. The firm does not charge performance-based fees and acts in a fiduciary capacity. Clients have investment discretion, and the firm provides regular account reviews and monitoring. Wealth Navigation does not have physical custody of client funds but has constructive custody for fee deductions. The firm votes proxies in the best interests of clients and maintains a Code of Ethics to ensure compliance and ethical conduct. Clients can request information on proxy votes and the firm's policies. Wealth Navigation does not have any disciplinary events and discloses potential conflicts of interest related to insurance and real estate investments. The firm recommends using Charles Schwab & Co., Inc., Inspira Financial, or Interactive Brokers as custodians. Clients receive quarterly statements from the custodian and can expect regular communication and reporting from the firm.