Oak Street Investments offers financial planning and investment management services to individuals and entities. Financial planning services can be comprehensive or limited in scope, covering areas like cash flow, college savings, estate planning, insurance, and retirement. Investment management services are offered on a discretionary or non-discretionary basis, primarily using ETFs and mutual funds. Tax preparation services are also available to existing clients.
Assets Under Management$110M
Clients61
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.50% |
| $2M+ | 0.36% |
For Core Services (Financial Planning, Investment Management, and Tax Preparation), the first $2MM of AUM is charged a flat $8800 annual fee. The 1.5% fee only applies to Investment Management Only clients with less than $500,000. Fees are negotiable in some cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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