OAK BAY FINANCIAL, LLC

Overview

Oak Bay Financial, LLC is organized as a limited liability company that serves individual and small-business clients. The firm markets financial planning and portfolio management services and lists pension consulting among its advisory activities. Ownership is described as a mix of a domestic entity and an individual. Its fee schedule is flexible: the firm can charge a percentage of assets under management, hourly rates, or fixed fees depending on the engagement. Oak Bay does not identify itself as an active ESG investor, and the available information does not portray it as a multi-state advisory platform or a capital allocator to external managers.

Investments & Alternatives