White Oak Global Advisors, LLC

CRD#149659
Investment Advisor Firm

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Overview

White Oak Global Advisors, LLC is located at 3 Embarcadero Center, San Francisco, CA. The firm employs 49 financial advisors to manage client portfolios and provide financial guidance. White Oak Global Advisors, LLC is not a registered broker-dealer.

White Oak Global Advisors, LLC oversees $6.2 billion in assets under management across 64 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to pooled investment vehicles, with this type being the largest client type by accounts. The fee structure at White Oak Global Advisors, LLC includes asset-based and performance-based fees. The firm maintains affiliations with a broker-dealer or securities dealer.

White Oak Global Advisors, LLC is registered in the states of California, Florida, Illinois, and New York.

Assets Under Management

$6.2 billion

Number of Advisors

49

Disclosures

No

Office Location

3 Embarcadero Center
San Francisco, CA 94111-4048

White Oak Global Advisors, LLC by the Numbers

Total Assets Under Management

$6.2 billion

National Average: $8.6 billion
Total Number of Employees

77

National Average: 64
Total Number of Accounts

64

National Average: 375,227
Average Account Size

$97.0 million

National Average: $23.0 thousand
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Fee Structure

Financial advisory fees largely vary depending on the financial services offered. Fees billed by White Oak Global Advisors, LLC most likely include any combination of the following fee types: asset-based or performance-based.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It provides services to pooled investment vehicles. White Oak Global Advisors, LLC's largest client group by number of accounts is pooled investment vehicles.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

White Oak Global Advisors, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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