Oak Park Wealth Management provides investment advice and financial planning services to individuals and high-net-worth individuals. Oak Park creates customized investment strategies and manages client portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. Oak Park also offers financial planning services on an hourly or fixed-fee basis, covering areas like retirement, education, and tax planning. Oak Park may recommend unaffiliated money managers.
Assets Under Management$48M
Clients32
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...