Oak Brook Asset Management (OBAMC) offers continuous investment advice through managing investment portfolios. OBAMC determines a client's financial situation and investment objectives through interviews and questionnaires. Clients can set limits on account management. OBAMC invests in equity and debt securities, certificates of deposit, government and municipal securities, and mutual funds. OBAMC may use sub-advisors, but the total fee will not exceed 1.5% annually.
Assets Under Management$56M
Clients35
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$56M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for portfolios of $5,000,000 or more.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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