Oak Street Investment Advisors offers comprehensive financial planning, investment management, and basic tax preparation services. The firm takes a long-term, evidence-based approach to building portfolios using low-cost exchange-traded funds and mutual funds, focusing on asset allocation and diversification. Oak Street Investment Advisors provides services through bundled core offerings, stand-alone financial planning, or investment management without planning. In addition, an affiliated entity manages private funds and special purpose vehicles for eligible investors. Oak Street Investment Advisors tailors its services to each client's specific financial situation, risk tolerance, and long-term goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | Included |
| $2M+ | 0.40% |
Core services include investment management up to $2,000,000 covered by a $10,000 flat annual fee. Assets over $2,000,000 are assessed at 0.40%. For investment management only accounts under $500,000, the annual fee is 1.60%.
