Oakley Capital Group offers investment consulting services, specifically asset management, to individual investors. They create custom portfolios based on each client's goals, risk tolerance, and liquidity needs. Clients can restrict investments in certain securities. Oakley Capital Group also publishes equity research reports for a fee.
Fee Structure
Oakley Capital Group offers investment management services where clients make the final decision on trades. The firm charges a fixed fee for an initial portfolio analysis and strategic plan, based on the initial portfolio value:
- $0 to $500,000: $500
- $500,000 to $1,000,000: $1,000
- $1,000,000 to $5,000,000: $1,500
- $5,000,000 and above: $2,000
Oakley Capital Group also charges hourly rates for complementary services like portfolio analysis and strategic asset allocation, ranging from $50 to $100 per hour. Subscription fees may apply for research reports, ranging from $40 to $80 per report.