OakVale Investments (OVI) is a fee-only registered investment advisor. OVI provides investment management services for individuals, trusts, and retirement accounts, primarily investing in publicly-traded stocks and bonds. OVI uses a value investing approach, focusing on qualitative analysis to identify companies expected to increase in value. OVI does not engage in market timing or short-term trading strategies. Clients can place investment restrictions on their portfolios.
Assets Under Management$74M
Clients30
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable on a case-by-case basis. OVI sometimes charges flat negotiated fees instead of the tiered schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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