Oaktree Wealth Group offers investment advice and financial planning services. Investment management is tailored to each client's goals and risk tolerance. Financial planning covers areas like retirement, insurance, and education. Oaktree Wealth Group also refers clients to third-party money managers, receiving a portion of the fees they charge.
Assets Under Management$10M
Clients12
Advisors1
Avg. per Client$850K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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