Oak Brook Advisors provides personalized investment management and financial planning services for individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. Operating as a registered investment advisor, Oak Brook builds diversified portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds, and may also use independent managers. Oak Brook follows a long-term investment approach tailored to each client's specific goals, risk tolerance, and financial situation. In addition to managing investments, Oak Brook offers hourly financial planning and consulting services covering retirement, savings, and education funding. The firm acts in a legally required best-interest capacity for its clients.
Fee Structure
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 at the sole discretion of the Advisor.