Oak Tree Wealth Management, LLC

361-452-0226 assistant@otwm.net

Oak Tree Wealth Management; LLC Is a Registered Investment Advisor under the S.E.C.'s Securities Act of 1933 as individuals who routinely provide financial advice for a fee.

Investment advisors are held to a fiduciary standard, which means they must act in the best interest of their clients by fulfilling the duties of care and loyalty.

Fiduciaries must avoid conflicts of interest with their clients and must fulfill several fiduciary obligations, such as the duty of full disclosure of material facts, the duty of due care in researching and providing recommendations, and the duty of best execution to complete transactions in a manner most favorable to their clients.