Skyoak Wealth

SkyOak Wealth, LLC is a licensed investment advisor offering wealth management, investment management, financial planning, retirement plan advisory, and family office services. Established in Michigan, the firm is owned by Brandt Holdings Corp, Agility Partners, Inc., Simmons Holdings Corp, Gill Advisory Services, LLC, and the Kenneth G. Brandt Revocable Living Trust. SkyOak provides customized investment management services based on clients' financial circumstances, goals, and risk profiles. The firm acts as a fiduciary, putting clients' needs first. Clients have investment discretion with the ability to impose restrictions on securities. The firm also offers comprehensive financial planning and consultation services for a fee. SkyOak's fee structure includes investment management fees based on assets under management, financial planning fees, and fees for personal wealth manager and family office services. The firm does not accept performance-based fees and has no disciplinary history. SkyOak utilizes fundamental, trend, and technical analysis for investment strategies, offering a range of investment options including alternative investments. Clients receive regular account reviews and statements from the custodian. The firm does not vote proxies on behalf of clients and has no financial conditions impairing its ability to meet commitments.