Oak Ridge Investments focuses on analyzing and recommending equity stocks traded on U.S. stock exchanges. They manage five diversified equity strategies: Small/Mid Cap Growth, Mid Cap Growth, Large Cap Growth, All Cap Growth, and Dividend Growth. Oak Ridge primarily aims for long-term capital appreciation and dividend yield. Clients can access portfolio management directly or through programs sponsored by unaffiliated entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.95% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
The fee schedule shown is for the Small/Mid Cap strategy. Fees are negotiable and may vary based on the size of the account, related clients, and other factors. Other strategies have different fee schedules. First $10 million: Mid Cap 0.85%, Large Cap 0.65%, All Cap 0.80%, Dividend Growth 0.75%. Next $15 million: Mid Cap 0.75%, Large Cap 0.55%, All Cap 0.70%, Dividend Growth 0.65%. Next $25 million: Mid Cap 0.70%, Large Cap 0.50%, All Cap 0.65%, Dividend Growth 0.60%. Over $50 million: Mid Cap 0.65%, Large Cap 0.45%, All Cap 0.60%, Dividend Growth 0.55%.