OakTree Investment Advisors provides wealth management solutions for individuals and families. They create and implement long-term asset allocation strategies based on each client’s risk tolerance, develop customized investment strategies, and offer wealth management services. OakTree manages investments for individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities.
Assets Under Management$160M
Clients112
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
OakTree Investment Advisors offers two main investment management services:
- Sub-Advised Trading Strategies: The annual fee varies from 0.30% to 0.75% depending on the amount of assets managed and the type of investment management services provided. The fee is calculated quarterly, in arrears, based on the market value of the assets on the last day of the previous quarter.
- Black Box Trader Strategy: The annual fee is 2%, billed monthly in arrears based on the market value of the assets on the last day of the previous month. This strategy involves weekly rebalancing and is suitable for only a portion of an investor's portfolio. It is not suitable for investors who need liquidity from this portion of their assets.
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