Sarah
Huie
Oak Advisors, LLC
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About this Advisor
Sarah Huie is a financial advisor based in Bluffton, South Carolina, working with Oak Advisors, LLC. Sarah has previously held positions as a student and at Oak Advisors LLC. Sarah has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Sarah is part of Oak Advisors, LLC, which operates out of Bluffton, South Carolina. The firm has 7 employees and manages assets totaling $209.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Oak Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oak Advisors, LLC Brokerage Details
$209,512,283
7
463
$452,510
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Sarah Huie Work History
Oak Advisors LLC
Student
Disclosures
Please visit the SEC profile of Sarah Huie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oak Advisors, LLC
Bluffton, SC
Bluffton, SC
Bluffton, SC
Bluffton, SC
Bluffton, SC
Bluffton, SC
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