Oak Associates is a registered investment management firm founded in 1985, based in Akron, Ohio. The firm manages investment portfolios for individuals, corporations, trusts, and other institutions, focusing on growth equity strategies such as large-cap growth, technology select, small-cap growth, and all-technology strategies. Oak Associates builds concentrated portfolios using fundamental, qualitative, quantitative, and macroeconomic analysis to select individual securities with a long-term holding horizon. In addition to direct portfolio management, Oak Associates offers services through separately managed account wrap fee programs and provides investment advice as a sub-advisor or model portfolio provider. Clients communicate regularly with Oak Associates to review portfolio investments and ensure strategies align with their personal goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4M+ | 0.75% |
Management fees are negotiable at Oak Associates' discretion. For wrap fee programs, fees generally range from 0.40% to 0.50%.