One Oak Capital Management provides investment advice on a discretionary basis to clients through separately managed accounts or commingled investment vehicles. One Oak specializes in investment-grade bond portfolio management. One Oak sources potential investments, conducts research, analyzes opportunities, structures investments, and monitors investments on behalf of managed funds and accounts. One Oak provides investment advice regarding fixed-income securities.
Assets Under Management$450M
Clients377
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
One Oak Capital Management manages investments for separately managed accounts and charges a fee based on the value of the account. The annual fee ranges from 0.18% to 0.30%, paid quarterly.
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