Michael Merley is a registered investment advisor at Oak Grove Capital, LLC, based in Cresskill, NJ, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 107 clients with $620M 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 | 1.20% |
| $10.0M - $12.0M | 1.00% |
| $12M+ | 0.70% |
Oak Grove may waive, reduce, or rebate fees with respect to specific clients in its sole discretion. For employer-provided retirement plan assets (like 401(k) or 403(b) plans), Oak Grove charges 0.75% of the plan's assets.
Fee Estimator
Location
Cresskill, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Oak Grove Capital, LLC
Previous Registrations
Oak Grove Capital, LLC
State Registrations2 states
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