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The fee is billed in advance, is negotiable and requires an account of at least $250,000.","source":"SILVEROAK ADV PART 2 (2026-03), filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does SilverOak Wealth Management use?","answer":"SilverOak Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SilverOak Wealth Management have?","answer":"SilverOak Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 23 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SilverOak Wealth Management invest in?","answer":"At the end of its last fiscal year, SilverOak Wealth Management’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 10% cash and equivalents, 3% state and local bonds and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does SilverOak Wealth Management have a minimum investment?","answer":"Yes, SilverOak Wealth Management’s minimum account size for its Portfolio Management Services is $250K.","source":"SILVEROAK ADV PART 2 (2026-03), filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns SilverOak Wealth Management?","answer":"SilverOak Wealth Management’s direct owners are Shannon King (75% or more) and Kathleen Nelson (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SilverOak Wealth Management get paid?","answer":"SilverOak Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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