Private Wealth Management
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Oak Street Advisors is an independent financial planning and wealth
management firm located in Myrtle Beach, SC. We are a registered
investment advisory firm that works with individuals to help develop and
implement financial plans and strategies to fund children's and grand
children's education, achieve a worry free retirement, and leave lasting
legacies for heirs and deserving charities.
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Oak Street Advisors promises to exercise its best efforts to act in good
faith and the best interests of our clients at all times. We will provide
written disclosure of any conflicts of interest which will or reasonably may
compromise our impartiality or independence.
Statement
Working with a
Financial Advisor
Oak Street Advisors restricts compensation to the professional fees
received directly from our clients for professional services rendered.
Whenever Oak Street Advisors recommends that a client own a specific
financial product or employ a specific strategy you can be assured we
receive no commissions, kick backs, or residual payments. We will only
make recommendations that we believe to be in your best interest.
Fee-Only Financial
Advisor
Part 1 IARD #139400
Part 2
Schedule F
You have more choices. Since Oak Street Advisors is an independent
registered investment advisor, having no affiliation with a major
brokerage firm and no proprietary products, we are free to survey a wider
range of opportunities and select the best ones for you.
You know you are always Number One. Unlike Wall Street firms we are
required to put your interests first, disclose our sources of compensation,
and disclose conflicts of interest. As a registered investment advisor,
Oak Street Advisors, has certain fiduciary responsibilities that we must
adhere to. These are stricter standards than those required of a typical
broker/advisor at a major Wall Street or regional broker/dealer.
You need a financial advisor who is objective; someone who is not
paid more to sell you one product rather than another. You need a
relationship with a firm that promises always to put your interests
first. A firm with proven experience.