Oberon Asset Management provides investment advice and manages investment portfolios for individuals, trusts, retirement plans, and a pooled investment vehicle. Oberon uses a long-term, value-oriented approach, investing in publicly traded stocks and bonds identified through fundamental analysis. Investment decisions are made without asking clients in advance, based on their goals and needs.
Assets Under Management$170M
Clients45
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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