Oak Associates provides investment management services to individuals, corporations, pension plans, investment companies, trusts, estates, foundations, endowments, and charitable organizations. Oak encourages communication with clients to review portfolio investments and objectives. Oak also offers advisory services through separately managed account programs sponsored by broker-dealers.
Assets Under Management$1.8B
Clients42
Advisors3
Avg. per Client$42M
Avg. per Advisor$590M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4M+ | 0.75% |
Management fees are negotiable at Oak's discretion based on the size of the account(s) or type of account (e.g., Institutional, or public pension plan).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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