"Never ask a barber if you need a haircut."
                                                                  - Warren Buffett

We are compensated exclusively by fees paid by our clients which allows us to work solely for them and their best interests. As a result, we always act as a fiduciary when advising our clients. Our interests are aligned with theirs and when they succeed, we succeed.

Unlike our competitors in the fee-based and commission business models who actually sell the products they recommend, we never sell anything to our clients.

Anyone who sells something, by definition, can not act as a fiduciary to the client because their motivation is to sell a product rather than make a recommendation in the client's best interest. At Old Oak Advisors, we believe this is highly important to our clients and the very reason we structured the firm this way. It is our duty, our fiduciary duty, to always look out for our clients' best interest.