Oberweis Asset Management INC
Assets Under Management
$3.9B
Number of Clients
108
Number of Advisors
7
Avg. Portfolio per Client
$36.5M
Avg. Managed per Advisor
$563.5M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Oberweis Asset Management is an investment firm offering its strategies to retail clients through separately managed accounts. Clients can choose between a small-cap account or a custom account. Oberweis does not provide comprehensive financial planning. Oberweis Securities, Inc. executes substantially all trades for client accounts.
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
A discounted fee schedule may be negotiated for the fixed income portion of an account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
3333 Warrenville Road, Suite 500, Lisle, IL, 60532