Advisor at White Oaks Wealth Advisors, 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
Minneapolis, MN 55416
Credentials
CFP®, Series 63, Series 65
Industry experience
9 years
Sharon Bloodworth is a CFP®-certified financial advisor with nine years of industry experience, currently serving at White Oaks Wealth Advisors, Inc. in Minneapolis, MN. She has been with White Oaks Wealth Advisors since 2011 and White Oaks Investment Management since 2014. White Oaks Wealth Advisors serves individual and high-net-worth clients, as well as pension, profit-sharing, and charitable organizations, providing family office services, wealth management, and discretionary portfolio management. The firm employs proprietary model-based strategies, actively monitors client accounts, and maintains distinctive organizational relationships including proprietary pooled funds and a referral path to a federally chartered trust company.
Based on White Oaks Wealth Advisors, Inc.
Based on White Oaks Wealth Advisors, Inc.
Based on White Oaks Wealth Advisors, Inc.
$0+: 0.90% annual fee for White Oaks Aggressive Growth Fund, White Oaks Alternative Strategies Fund, White Oaks Moderate Growth Fund, and White Oaks Low Volatility Strategy Fund $0+: 0.75% annual fee and 10% incentive fee for White Oaks Flexible Strategies Fund $0+: 1.00% annual fee for Core Funds; negotiable above $10,000,000 $0+: 1.25% annual fee for External Accounts (e.g., 401Ks, 403Bs)
10% incentive fee for White Oaks Flexible Strategies Fund only; other funds do not charge performance fees.
Family Office Services offered on an annual retainer basis, subject to $25,000 annual minimum fee.
Account minimum: $2,000,000 Minimum fee: Initial Financial Planning Project fee subject to $7,500 minimum; Wealth Management subject to $20,000 minimum; Family Office Services subject to $25,000 annual minimum Fee-only: Financial planning included with investment management for clients with at least $2,000,000 under management; project fees for financial planning starting at $7,500 minimum; family office retainers start at $25,000 annually.
5500 Wayzata Blvd, Suite 290
Minneapolis, MN 55416
Florida · Minnesota · Texas
White Oaks Investment Management
2014 - Present (12 years)
White Oaks Wealth Advisors
2011 - Present (15 years)
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Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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