White Oaks Wealth Advisors, Inc.

White Oaks Wealth Advisors, Inc. is a Registered Investment Adviser founded in Minneapolis, Minnesota. The firm specializes in providing Family Office Services, Investment Management, Wealth Management, and Trust Services. Clients have discretionary authority for investment decisions based on a proprietary model tailored to their return goals and risk tolerance. The firm manages assets totaling $530,043,159 for 228 clients as of December 31, 2024. White Oaks offers Portfolio Management services using two models: White Oaks Core Funds and White Oaks Private Funds, tailored to clients' risk tolerance and return expectations. The firm's investment management portfolio minimum is $2,000,000, which may be waived at the firm's discretion. Fees for services vary and are disclosed in advance, with investment management fees billed in arrears. White Oaks does not charge performance fees and caters to individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. The firm acts as a fiduciary, putting clients' interests first and providing financial planning services alongside investment management. Clients have the option to purchase recommended funds or separate accounts outside the firm without incurring additional fees. White Oaks uses a proprietary strategic core and satellite asset allocation approach, focusing on long-term opportunities and risk-adjusted strategies. The firm emphasizes diversification and uses independent third-party research to inform investment decisions. White Oaks does not participate in external paid referral programs and does not require clients to use a specific brokerage firm. Clients maintain exclusive responsibility for voting proxies and corporate actions related to their investments. The firm is committed to ethical conduct, compliance with SEC regulations, and providing transparent services to clients.