Pointoak Retirement Advisors

PointOak Retirement Advisors is an investment advisory firm based in McLean, VA, established in May 2021 and registered with the SEC. The firm specializes in providing management and consulting services to retirement plans, offering portfolio management services for individuals, pensions, and profit-sharing plans, and financial consulting services. PointOak acts as a fiduciary for retirement plans, providing services such as managing vendor relationships, plan design strategies, plan-level investment advice, fiduciary consulting, and employee education services. For private wealth management clients, the firm offers discretionary wealth management services, developing customized portfolios based on client financial objectives and risk tolerance. PointOak charges advisory fees based on a percentage of assets under management, with a tiered fee schedule ranging from 0.50% to 1.50%. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to grant discretionary authority for investment decisions, and PointOak may provide non-discretionary investment advice as well. The firm does not participate in proxy voting on behalf of clients and does not have any financial conditions that may impair its ability to meet commitments. For more information, visit www.PointOak.com or contact 703-595-4444.