West Oak Capital, LLC

West Oak Capital, LLC is an independent registered investment advisory firm specializing in separate account management for core style equity, balanced, and fixed income portfolios. Founded in 2003, the firm focuses on constructing disciplined investment programs tailored to help clients meet their financial goals. With $525,607,591 in assets held across 336 active accounts for 130 client relationships as of 12/31/2024, West Oak Capital offers personalized account management under written advisory agreements that detail conditions, fees, and investment guidelines. The firm, organized as an LLC in Idaho, is privately held by founders Byron and Lisa Snider. Clients have the option to grant investment discretion, allowing West Oak Capital to make and implement investment decisions without prior consultation. The firm charges asset-based fees ranging from 1.00% to 0.60% annually based on account size, with no minimum annual fee or charges for establishing or terminating accounts. West Oak Capital does not charge performance-based fees and primarily serves affluent families and charitable foundations, requiring a minimum managed portfolio of $1 million, which may be waived under certain circumstances. The firm's investment strategies involve a mix of individual securities, mutual funds, ETFs, and REITs to provide diversified exposure to equity and fixed income markets. West Oak Capital is a fee-only advisory firm that does not receive commissions or transaction fees for trading in client accounts, ensuring alignment with client interests. The firm's investment philosophy emphasizes long-term growth and risk management, utilizing fundamental and statistical analysis techniques to evaluate potential investments. Clients receive regular portfolio reviews, performance reports, and access to online account information through the custodian. West Oak Capital operates under a fiduciary duty, acting in the best interests of clients and maintaining a Code of Ethics to uphold professional standards.