David Klaskin
David Klaskin is a registered investment advisor at Oak Ridge Investments, LLC, based in Chicago, IL, with 43 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,876 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.95% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
The fee schedule shown is for the Small/Mid Cap strategy. Fees are negotiable and may vary based on the size of the account, related clients, and other factors. Other strategies have different fee schedules. First $10 million: Mid Cap 0.85%, Large Cap 0.65%, All Cap 0.80%, Dividend Growth 0.75%. Next $15 million: Mid Cap 0.75%, Large Cap 0.55%, All Cap 0.70%, Dividend Growth 0.65%. Next $25 million: Mid Cap 0.70%, Large Cap 0.50%, All Cap 0.65%, Dividend Growth 0.60%. Over $50 million: Mid Cap 0.65%, Large Cap 0.45%, All Cap 0.60%, Dividend Growth 0.55%.
Fee Estimator
Location
10 S Lasalle, Suite 2130, Chicago, IL, 60603
Get directionsHistory
Regulatory History (1)
Regulatory
October 1994Other Business Activities
David is the CEO of Oak Ridge Investments, where he invests portfolios and manages staff, dedicating full-time hours. He is also an LLC owner and board member of Empire Cooler Service, a refrigeration company, dedicating minimal time with no day-to-day involvement.
Employment History
Current Registrations
Oak Ridge Investments, LLC
Previous Registrations
Imst Distributors, LLCBroker
Pioneer Funds Distributor, INC.Broker
Oak Ridge Investments, INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.