Oak Street Advisory Group offers personalized investment advice to individuals and high net worth individuals. Services include financial planning, consulting, and portfolio management, offered on an all-inclusive or individual basis as part of an annual retainer program. Oak Street Advisory Group provides both discretionary and non-discretionary portfolio management services, tailoring investment advice to meet the client's needs and objectives.
Assets Under Management$85M
Clients85
Advisors2
Avg. per Client$1M
Avg. per Advisor$42M
Fee Structure
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Minimum quarterly fee of $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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