Oak Grove Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create investment plans and may use mutual funds, stocks, bonds, ETFs, and REITs. Qualified clients may be charged performance-based fees. Clients can impose restrictions on investments based on their values.
Assets Under Management$42M
Clients13
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Qualified clients are charged an asset based management fee of 0.50% on all assets under management and a performance-based fee of 5% of net profits of stock portfolio. Fees are paid quarterly in arrears, and clients may terminate their contracts with written notice. The firm also charges 1.00% for index strategy and 1.68% for stock portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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