OakRidge Management Group offers a range of services to wealthy individuals and families, including investment management, financial planning, balance sheet optimization, trust and estate planning, philanthropic planning, next-generation education, and day-to-day administration of family affairs. OakRidge also helps clients find and manage third-party service providers and sources private investment opportunities.
Fee Structure
OakRidge typically charges a single annual fixed fee for its services, which is negotiated with each client. The fee is based on the types of services provided, whether the client participates in deal flow, and the size and complexity of the client’s investment portfolio. The annual fee is typically not less than $250,000 per year and is not based on the value of your portfolio.