Oak Hill Wealth Advisors, LLC

Oak Hill Wealth Advisors, LLC is a registered investment adviser established in 2022, offering personalized investment management and financial advisory services to individuals, high net worth individuals, foundations, businesses, and corporations. The firm operates under a fiduciary standard of care, providing services such as investment and wealth management, financial planning, and consulting. Clients can expect tailored investment strategies based on their risk profile and financial goals, with portfolios managed on a discretionary and non-discretionary basis. The firm primarily allocates client assets among ETFs, mutual funds, and individual securities, with a focus on risk-adjusted, tax-efficient, and cost-effective asset allocation. Oak Hill Wealth Advisors charges fees based on assets under management, with a graduated fee schedule ranging from 0.75% to 1.50% annually. Financial planning and consulting services are offered on a fixed-rate basis, generally not exceeding $20,000 annually. The firm does not charge performance-based fees or engage in side-by-side management. Clients are required to have a minimum initial investment of $1,000,000 for investment management services. Oak Hill Wealth Advisors does not have any disciplinary information to report and does not participate in soft-dollar relationships. The firm has custody arrangements with qualified custodians such as First Clearing and Charles Schwab, with clients receiving account statements directly from the custodian. Oak Hill Wealth Advisors typically exercises investment discretion over client accounts and retains proxy voting authority for clients who have granted such authorization. The firm does not require prepayment of fees exceeding $1,200 or have any financial commitments that could impair client commitments.