Oak Thistle LLC
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Overview
Oak Thistle LLC operates as a financial advisory company based in New York, New York. The company manages $375.1 million in assets throughout two accounts, making it one of the bigger firms in the United States by assets under management (AUM). Oak Thistle LLC has a small team, including 4 financial advisors. Oak Thistle LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, equities and bonds.
Oak Thistle LLC administers all of its client assets on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without requiring the client's authorization. The firm's average account size is $187.6 million. The typical financial advisor at Oak Thistle LLC oversees fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The firm's main office is located at 360 Madison Ave 20Th Floor, New York, New York 10023. Oak Thistle LLC is permitted to serve investors throughout 2 states, including Massachusetts and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oak Thistle LLC by the Numbers
$375.1 million
5
2
$187.6 million
Fee Structure
Fees for financial advice largely are based on which services are offered. Fees billed by the company can be comprised of the following fee types: asset-based or performance-based. Oak Thistle LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Oak Thistle LLC does not have any disclosures.
Please visit its Form ADV for more details.
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