Oakbourne Advisors offers investment advisory services tailored to each client's financial situation and goals. They construct and manage portfolios using mutual funds, ETFs, stocks, and cash equivalents. Upon request, Oakbourne Advisors may also provide financial planning and consulting services, either as part of their investment advisory services or as a separate engagement. They also offer retirement plan consulting services to plan sponsors.
Assets Under Management$280M
Clients481
Advisors8
Avg. per Client$590K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $2.0M | 0.98% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.57% |
| $4.0M - $5.0M | 0.47% |
| $5M+ | 0.18% |
Fees are generally non-negotiable, except for family members and friends of Oakbourne Advisors’s representatives. Certain legacy clients may have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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