Oaktree Advisors is a registered investment advisor that has been in business since 2013, managing investment portfolios and providing financial planning for individuals, families, trusts, foundations, and corporations. Oaktree Advisors builds customized investment strategies based on each client's specific goals, risk tolerance, and time horizon, typically managing accounts on a discretionary basis where the firm makes investment trades on the client's behalf without asking first. Oaktree Advisors also offers non-discretionary management and trust administration services. When building portfolios, Oaktree Advisors generally recommends a mix of mutual funds, exchange-traded funds, individual stocks, bonds, options, real estate investment trusts, and master limited partnerships. The firm emphasizes intergenerational family financial planning, often involving multiple generations to help educate younger family members and manage wealth transfer expectations. Oaktree Advisors requires a minimum investment of $500,000 for standard asset management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. Financial planning is included with asset management services.