Oak Street Advisors offers financial planning and investment advisory services to individuals, trusts, estates, and businesses. They customize investment strategies based on each client's goals, objectives, and risk tolerance. Services include retirement planning, portfolio construction, and risk management. Financial planning is generally part of asset management but can be offered separately for a fee. Hourly consulting is also available.
Assets Under Management$130M
Clients159
Advisors2
Avg. per Client$790K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.75% |
| $3.5M - $6.0M | 0.50% |
| $6M+ | 0.25% |
The minimum annual fee for any of our investment advisory services is $5,000. As such, we may negotiate a fee arrangement that differs from our published rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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