Oak & Reed Capital Management offers investment management and financial planning services to individuals, institutions, and other clients. Services include comprehensive portfolio management, asset management, pension consulting, and financial planning. Oak & Reed works with clients to understand their financial situation and goals, then proposes an investment approach. The firm manages portfolios consisting of exchange traded funds, mutual funds, individual stocks or bonds, or other securities.
Assets Under Management$19M
Clients23
Advisors2
Avg. per Client$830K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Oak & Reed Capital Management offers two investment management options:
- Comprehensive Portfolio Management: Fees are up to 2.25% annually of the value of your account.
- Asset Management: Fees are up to 2.00% annually of the value of your account.
Fees are billed quarterly, based on the value of your account on the last day of the previous quarter.
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