12 months comprehensive Financial Planning Retainer & optional free Investment Management of 1st $100,000 for 1 year.
Auction Winner will receive the following.
Comprehensive Financial Planning for 12 months, a $1,188 value.
- Up to 4 Wealth Management meetings and/or check-ups in a 12 month period
- In person at my office or online/phone via screen share... one of the meetings can be at the office/home of the winner.
- Our office is located at 8004 Linville Rd. Oak Ridge, NC 27310, about 5 minutes outside of NW Greensboro.
- Comprehensive Financial Plan
- Cloud based financial plan login that client can securely sync read only data from outside accounts at over 2,000 institutions.
- Retirement Roadmap projecting income payout during retirement.
- Sample Proposed portfolio according to risk assessment, average expense ratio of current investment accounts, stress tests such as another 2008 bear or 2013 bull.
- Investment risk assessment - % potential fluctuation in 1, 3, and 5 years
- Projected Net Worth, aggregating all assets and liabilities
- Simulating cash flow from now through death
12 months of free Investment Management up to $100,000
Should the winner choose to ROLLOVER or open any accounts for Black Oak Wealth Management to manage up to 12 months of winning, the first $100,000 of accounts transferred will have the management fee waived for the remainder of the 12 month period.
- Normally 1% per year on first $500,000 & 0.25% on every $1 thereafter.
- We custody with TD Ameritrade Institutional & can rollover assets from virtually any brokerage account.
- All Wealth management clients with over $100,000 under management with us do not pay an additional retainer or planning fee. It's all included in the percent of Assets Under Management, which is why the first $100,000 is being managed free up to 12 months for the winning person with the Pregnancy Care donation.
Black Oak Wealth Management is a Registered Investment Advisor filed with FINRA in the state of North Carolina.