Top financial advisors in Lansdowne, VA
We’ve curated a list of the best financial advisors in Lansdowne, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$403,574,640
Number of advisors
7 advisors
| $403,574,640 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lansdowne, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lansdowne. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$403,574,640 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lansdowne, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lansdowne. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.