Luke Albright is a registered investment advisor at Oak Grove Management LLC, based in Greenwich, CT, with 12 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Qualified clients are charged an asset based management fee of 0.50% on all assets under management and a performance-based fee of 5% of net profits of stock portfolio. Fees are paid quarterly in arrears, and clients may terminate their contracts with written notice. The firm also charges 1.00% for index strategy and 1.68% for stock portfolio.
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Location
14 Martin Dale, Greenwich, CT, 06830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oak Grove Management LLC
State Registrations2 states
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