Oak Grove Capital offers investment advice and manages portfolios for individuals, high net worth individuals, and business entities. Oak Grove tailors each portfolio to the client's individual needs, risk tolerance, and investment objectives. The firm constructs client portfolios consisting of individual stocks, derivatives, bonds, and to a lesser extent, exchange traded funds, mutual funds, and other public and private securities or investments. While Oak Grove provides financial planning/consulting to clients it does not charge any fee for such service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.20% |
| $10.0M - $12.0M | 1.00% |
| $12M+ | 0.70% |
Oak Grove may waive, reduce, or rebate fees with respect to specific clients in its sole discretion. For employer-provided retirement plan assets (like 401(k) or 403(b) plans), Oak Grove charges 0.75% of the plan's assets.