Fanning Oakley is a registered investment advisor at Oakley Capital Group, based in Ladera Ranch, CA, with 11 years of industry experience. Fanning operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oakley Capital Group offers investment management services where clients make the final decision on trades. The firm charges a fixed fee for an initial portfolio analysis and strategic plan, based on the initial portfolio value:
- $0 to $500,000: $500
- $500,000 to $1,000,000: $1,000
- $1,000,000 to $5,000,000: $1,500
- $5,000,000 and above: $2,000
Oakley Capital Group also charges hourly rates for complementary services like portfolio analysis and strategic asset allocation, ranging from $50 to $100 per hour. Subscription fees may apply for research reports, ranging from $40 to $80 per report.
Location
Ladera Ranch, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Fanning is the Director of Finance & Operations for Casa de Amma, a residential apartment community for special needs adults, dedicating full-time hours. Fanning also co-owns Sterling Research, LLC and works as a consultant for Self Storage Works, spending about 10-20% of their time on each of these activities, performing feasibility studies on self-storage projects.
Employment History
Current Registrations
Oakley Capital Group
State Registrations1 state
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