Okabena Investment Services (OIS) is a wealth management firm that manages investments for high-net-worth families, individuals, charities, foundations, and endowments. OIS uses a manager-of-managers structure, investing in private investment funds, separately managed accounts, mutual funds, and ETFs. OIS aims to grow assets while managing downside risk, offering customized portfolios focused on wealth preservation and growth.
Assets Under Management$1.8B
Clients126
Advisors4
Avg. per Client$15M
Avg. per Advisor$460M
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Related accounts may be aggregated to achieve the benefit of scale with respect to the tiered fee structure. OIS may negotiate this schedule in its sole discretion. For 2025, the annual fee is 0.48% on assets for founding family clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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