Oatley & Diak works with clients to define financial objectives and develop strategies to reach them. These strategies may include cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, special needs planning, divorce planning, and family business succession issues. The firm is compensated solely by client fees and does not receive commissions.
Assets Under Management$30M
Clients44
Advisors2
Avg. per Client$690K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable beyond $5,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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