Oppenheimer Investment Management (OIM) offers portfolio management of fixed income accounts, tailoring strategies to individual client objectives, risk tolerance, and liquidity needs. OIM manages separate accounts and does not participate in wrap programs directly, though its portfolio managers may act as portfolio managers in wrap programs sponsored by Oppenheimer Asset Management or other advisory firms. OIM's strategies include short duration cash management, intermediate fixed income, and high yield fixed income.
Fee Structure
Oppenheimer Investment Management (OIM) manages fixed income accounts, charging fees based on the account size, nature, and strategy. These fees are generally negotiated with each client, considering factors like account size, client contact, reporting needs, and complexity. Fee rates can be a fixed percentage of all assets or a tiered schedule with breakpoints. Fees are generally billed quarterly in arrears based on the portfolio's market value at the end of the quarter. Clients can choose to pay fees in advance.