Oak Grove Management is an investment advisory firm based in Greenwich, Connecticut, founded in 2013 and led by Luke T. Albright. Oak Grove Management specializes in ongoing portfolio management tailored to each client's individual financial goals, risk tolerance, and time horizon. The firm builds personalized investment plans and handles various security types, including mutual funds, stocks, bonds, exchange-traded funds, and real estate investment trusts. Oak Grove Management maintains the authority to make trades on behalf of clients without prior consultation. In addition to standard asset management, Oak Grove Management offers performance-based fee arrangements for qualified clients meeting specific wealth or investment thresholds. The firm primarily serves individuals, high-net-worth individuals, endowments, and pension funds, with no account minimum required to begin working together.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.68% |
Fees vary by asset type: Bonds at 0.50%, Index Strategy at 1.00%, and Stock Portfolio at 1.68%. Fees are negotiable depending on client needs and situation complexity.