Oppenheimer Asset Management (OAM) offers portfolio management for separate accounts, investment consulting, and advisory services to private feeder funds. OAM manages fixed income accounts with various strategies. OAM also provides investment consulting services to institutional clients, including developing investment policy statements and asset allocation strategies. OAM acts as investment advisor to private feeder funds, providing access to underlying funds that may not be available to individual investors.
Fee Structure
Oppenheimer Asset Management (OAM) manages fixed income accounts with fees that vary depending on the strategy. The maximum fees range from 0.30% to 1.25%. Fees are negotiable based on the size of the client relationship and the discretion of the financial advisor. Minimum account sizes range from $150,000 to $250,000 depending on the strategy.