Assets Under Management
$1.7B
Number of Clients
46
Number of Advisors
3
Average Client AUM
$36.2M
AUM per Advisor
$555.0M
Compensation
Fee-Only (AUM)
Oak Associates provides investment supervisory services based on a growth equity strategy. They offer services to individuals, corporations, pension plans, investment companies, trusts, estates, foundations, and charitable organizations. They also provide advisory services to the Oak Funds and act as sub-adviser to other investment managers.
| Assets Under Management | 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.
3800 Embassy Parkway, Suite 31O, Akron, OH, 44333