Stone Oak Wealth Management, LLC

Stone Oak Wealth Management, LLC is a registered investment adviser based in San Antonio, Texas, providing investment advisory services since 2017. The firm offers discretionary portfolio management services, tailored to meet clients' needs and objectives. Clients may grant discretionary authority to manage their accounts, allowing the firm to make specific securities transactions without prior approval. Stone Oak Wealth Management may also offer non-discretionary portfolio management services, where clients must approve transactions before execution. The firm may invest client assets in model portfolios designed for varying risk tolerances. Stone Oak Wealth Management may recommend third-party money managers based on factors like performance and fees. For portfolio management services, fees are based on a percentage of assets under management, with rates ranging from 0.50% to 1.50%. The firm may combine account values of family members to determine applicable fees. Stone Oak Wealth Management recommends using Charles Schwab as the custodian, providing access to a range of investment products and services. The firm does not accept performance-based fees or engage in side-by-side management. Stone Oak Wealth Management does not vote proxies on behalf of clients and does not have any disciplinary information to disclose. Clients are responsible for exercising their voting rights. The firm does not have custody of client funds and securities, and clients may grant wire transfer or check-writing authority. Stone Oak Wealth Management prioritizes client interests and complies with privacy regulations to protect client information. In the event of a trade error, the firm will take corrective actions to restore the account. Clients may also seek assistance with class action lawsuits related to securities in their portfolios.