Oakview Capital Management is a registered investment advisor founded in 2008 and headquartered in Dallas, Texas. The firm primarily serves high net worth individuals by providing investment management services and mutual fund selection on a discretionary basis. Oakview Capital Management tailors its investment strategies to match each client's specific financial objectives, risk tolerance, net worth, tax situation, and time horizon. The firm utilizes fundamental security analysis to evaluate investments and may occasionally hold significant cash positions while seeking compelling opportunities. In addition to standard asset-based management fees, Oakview Capital Management accepts performance-based fees from certain qualified clients.
Fee Structure
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 are negotiable on a case-by-case basis.