Jason Heakins is a registered investment advisor at Oak Tree Investment Advisors, based in Pittsburgh, PA, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 112 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OakTree Investment Advisors offers two main investment management services:
- Sub-Advised Trading Strategies: The annual fee varies from 0.30% to 0.75% depending on the amount of assets managed and the type of investment management services provided. The fee is calculated quarterly, in arrears, based on the market value of the assets on the last day of the previous quarter.
- Black Box Trader Strategy: The annual fee is 2%, billed monthly in arrears based on the market value of the assets on the last day of the previous month. This strategy involves weekly rebalancing and is suitable for only a portion of an investor's portfolio. It is not suitable for investors who need liquidity from this portion of their assets.
Location
731 S. Aiken Ave, Pittsburgh, PA, 15232
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is listed as Treasure and a 10% owner at Pragmatic Capital Management, a registered hedge fund that is being closed down. He is also a 50% shareholder in Comprehensive Portfolio Analysis and Audit (CPAA+) and a 15% owner of S Aiken Development LLC, a holding company for buildings.
Employment History
Current Registrations
Oak Tree Investment Advisors
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.