OAR Financial manages diversified investment portfolios for individuals and high net worth individuals, primarily through relationships with third-party registered investment advisors and intermediaries. OAR Financial focuses on asset allocation, investment vehicle selection, portfolio construction, and trading. The firm's investment philosophy is based on fundamental investment principles and seeks to outperform benchmarks on a risk-adjusted basis over the long term.
Assets Under Management$110M
Clients41
AdvisorsN/A
Avg. per Client$2.7M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$35,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.35% |
| $100.0M - $250.0M | 0.32% |
| $250.0M - $500.0M | 0.29% |
| $500M+ | 0.29% |
Fees negotiable for accounts over $500M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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