Who We Serve
Client Profile
OUR CLIENTS
- Are financial delegators
- Are engaged in our process
- Share similar values to BentOak Capital
Assets
Minimum $500,000
investable assets
or
Income
Minimum $200,000 gross
household income
While our client qualifications serve as a good rule of thumb, we are happy to visit with you about your personal situation to see if we would be a good fit for one another.
WHO WE SERVE
Client Focus
BentOak Capital is committed to providing clients with a personalized wealth management experience.
Wealth Accumulators
- 20’s-40’s and 15+ years from retirement
Retirees
- Currently retired -OR- nearing retirement
Business
Owners
- Small business -OR- family / closely held business owners
Executives
- Corporate C-Suite, Director, or Manager
Ultra-High Net Worth
- Individual, family, or trust with $5+ million investable assets
WHO WE SERVE
Professions
It’s important to work with an advisor that is familiar with your situation – someone that can meet you where you are. We often work with clients that have accumulated their wealth in the following industries or professions:
