Oppenheimer Asset Management manages fixed income separate accounts and organizes private investment funds. Oppenheimer Asset Management offers various fixed income strategies including short duration cash management, tax-exempt municipal bonds, core bonds, and high yield bonds. Portfolio management is conducted on a discretionary basis, taking into account each client's financial objectives, risk tolerance, liquidity needs, and time horizon. Additionally, Oppenheimer Asset Management provides investment consulting services to institutional clients, covering investment policy statements, asset allocation strategies, and manager monitoring. The firm operates as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Maximum fees vary by strategy: Insurance accounts at 0.40%, Cash Management, Tax-Exempt Bond Laddered Portfolios, and general accounts at 0.80%, High Yield at 1.00%, and High Yield Tax-Exempt at 1.25%. Fees are negotiable.