$15 a month, or $10 a month billed yearly.
One flat fee covers the model, the rebalances and the letters. No percentage of your assets and no performance fee.
$15 a month
Month to month. Cancel any time.
$10 a month, billed yearly
$120 a year, $60 less than paying monthly. Cancel any time.
Both plans include
- The model running on your own brokerage account
- Four rebalances a year, placed for you
- A letter each quarter explaining every change
- The dashboard, with every trade and document
- Email support for the service (not individual advice)
Subscriptions open when registration is effective.
At every balance
Start with what you have.
A $100 account gets what a $100,000 account gets. You hold the same 20 companies. The trades are placed for you. Each quarter, a letter shows which inputs moved each stock’s score, so you learn as you go. You pay a subscription, never a cut of your money. The price stays put while your deposits add up.
| Balance | Oakshire, $10 a month | Adviser, 1% |
|---|---|---|
| $100 | $120 | Not offered |
| $1,000 | $120 | Not offered |
| $10,000 | $120 | Not offered |
| $100,000 | $120 | $1,000.00 |
Illustrative, per year, on the balance shown. Adviser fees vary; 1% of assets is a common rate for a human financial adviser, and advisers typically take accounts from about $100,000 to $250,000, so below that they are not an option. Brokerage commissions, if any, are extra in every case.
Not included: brokerage commissions or custodian fees, if the custodian charges any, and taxes on gains in a taxable account. The first deposit is $100 so every position clears the custodian’s minimum order.
Founding list
Get the launch date first.
One email when subscriptions open, and the launch price for as long as you stay subscribed.
Questions
Cost, deposits and cancelling.
$15 a month, or $10 a month billed yearly ($120). No percentage of your assets and no performance fee. Nothing is charged for advisory services before Oakshire's registration is effective.
A subscription that runs the model on your own brokerage account. It invests new deposits and rebalances the portfolio every quarter.
The subscription ends at the end of the period you paid for. The model stops rebalancing. The account and every position stay yours at the custodian, to keep, sell, or move.
Yes, where the brokerage allows it. Today the model can place its trades in an account you already hold at Webull or Public, with your consent through that brokerage's own login, never your password, and more brokerages are added as they open up. Otherwise you open an account through Oakshire at its custodian in a few minutes, where fractional shares let $100 hold all 20 names. Either way Oakshire gets trade authorization only: no withdrawals.
Rebalancing sells positions. In a taxable account that can create capital gains or losses, and the custodian issues the tax forms. Oakshire does not give tax advice.
No minimum balance to subscribe. The first deposit is $100, so each of the 20 positions clears the custodian's $1 minimum order. Later deposits can be any amount from $10 and buy the current portfolio when they land.