Oak Brook Advisors has been an independent investment advisor for over two decades. They provide financial planning services related to investments, insurance, tax, estate planning, and retirement matters. Oak Brook Advisors also offers investment supervisory services, integrating advice from various advisors to develop a comprehensive financial program tailored to the client's needs. They use third-party investment advisors for investment advisory programs.
Assets Under Management$21M
Clients30
Advisors1
Avg. per Client$710K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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