Oaktree Advisors offers investment management and financial planning services. For investment management, Oaktree typically manages accounts with the ability to make trades without asking you first, but can also manage accounts where they need your approval before making changes. Oaktree also provides assistance with trust services. Oaktree develops a written investment policy statement to guide all parties involved in the execution of financial goals.
Assets Under Management$180M
Clients310
Advisors7
Avg. per Client$580K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Oaktree Advisors manages investments for a fee based on the value of your portfolio. Financial planning is included with investment management services. The annual fee is:
- Up to $300,000: 1.25%
- $300,001 to $10,000,000: 1.00%
- Over $10,000,000: Negotiable
For trust services, the annual fee is:
- $400,000 - $750,000: 1.5%
- $750,000-$1,000,000: 1.4%
- $1,000,000 - $5,000,000: 1.25%
- Over $5,000,000: Negotiable
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