Oakview Capital Management provides investment management services and mutual fund selection. They primarily manage investments for high-net-worth individuals through separately managed accounts on a discretionary basis. Investment strategies are tailored to individual client needs based on their financial objectives, risk tolerance, and other suitability factors.
Assets Under Management$30M
Clients24
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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