Oppenheimer & Co. is a full-service wealth management firm offering investment management, financial planning, consulting, and retirement services. The firm provides discretionary and non-discretionary portfolio management through various advisory programs, allowing clients to invest in equities, fixed income, mutual funds, exchange-traded funds, and alternative investments. Financial planning services include personal financial analyses and asset allocation guidance tailored to individual goals. Oppenheimer & Co. serves individuals, high-net-worth clients, corporations, and retirement plans, leveraging a long history dating back to 1881.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.