Damien Rennie
Advisor at SkyOak Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at SkyOak Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Las Vegas, NV 89119
Credentials
Series 65
Industry experience
11 years
Damien Rennie is a financial advisor at SkyOak Capital, Inc. in Medford, OR, holding a Series 65 designation with 10 years of industry experience. He has been with SkyOak Wealth Management and its related entities since 2015. Outside of his advisory role, Rennie founded the nonprofit Gamble-For-Good and serves as treasurer on the board of the Family Nurturing Center; he also owns and operates the Medford Poker Club, where he trains dealers and manages club operations. SkyOak Capital serves individuals, high-net-worth clients, families, corporations, retirement plan sponsors, and various institutional entities. The firm emphasizes asset allocation, manager selection, and portfolio construction using a core-satellite approach with active management and algorithmic strategies, and offers specialized services including private wealth management, family office, and corporate retirement plan advisory.
Based on SkyOak Capital, Inc.
Based on SkyOak Capital, Inc.
Financial Planning Initial Plan: $1,500 - $10,000; Private Wealth Manager & Family Office fixed annual fee minimum $27,500.
$0 - $1,000,000: 1.25% (Investment Management Services) $1,000,000 - $2,500,000: 1.00% (Investment Management Services) $2,500,000 - $10,000,000: 0.80% (Investment Management Services) $10,000,000+: 0.65% (Investment Management Services) $0 - $1,000,000: 0.50% (Self-Directed IRA Services) $1,000,000 - $2,000,000: 0.40% (Self-Directed IRA Services) $2,000,000+: Negotiated (Self-Directed IRA Services) $0 - $1,000,000: 1.25% (Corporate Retirement Plans) $1,000,000 - $5,000,000: 1.00% (Corporate Retirement Plans) $5,000,000 - $10,000,000: 0.75% (Corporate Retirement Plans) $10,000,000 - $20,000,000: 0.50% (Corporate Retirement Plans) $20,000,000+: Negotiable (Corporate Retirement Plans)
Commissions earned from insurance products sold through affiliated insurance agency (SOAPG).
Financial Planning or Consulting: $300-$600 per hour; Private Wealth Manager & Family Office Services: $600/hour minimum.
Performance-based fees may be charged by certain recommended investment managers and private funds.
Minimum fee: $2,400 minimum annual fee for Investment Management Services; $800 minimum fee for Self-Directed IRA Services; $5,000 minimum fee for Corporate Retirement Plan Services; $27,500 minimum fee for Private Wealth Manager & Family Office Services Fee-only: Investment Management, Financial Planning, Private Wealth Manager & Family Office services offered on fee-only basis.
6671 Las Vegas Blvd S, Suite 210
Las Vegas, NV 89119
California · Nevada · Oregon
SkyOak Wealth Management
2020 - Present (6 years)
Skyoak Wealth, LLC
2019 - 2020 (1 year)
SkyOak Wealth Management
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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