Oaktree Wealth Group provides ongoing portfolio management, financial planning, and consulting services. The firm helps clients define their goals and risk tolerance, builds personalized investment strategies, and can refer clients to third-party money managers for ongoing trade execution. In addition to investment oversight, Oaktree Wealth Group prepares comprehensive or modular financial plans covering retirement, estate, insurance, and tax strategies. The firm is led by David Y. Chong and operates out of Brea, California.
Assets Under Management$10M
Clients12
Advisors1
Avg. per Client$850K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be billed quarterly in arrears or quarterly in advance depending on the signed agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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