Wisdom Oak Fund Management provides investment advice to individuals and other entities. The firm focuses on opportunistic active management with an emphasis on absolute return and a high Sharpe ratio. Wisdom Oak invests where they see value, without constraints on market capitalization, geography, sector, or credit ratings. They may hold substantial cash positions if suitable investments are unavailable.
Fee Structure
Wisdom Oak Fund Management charges a management fee of up to 2.75% per year, or $199 per month, whichever is higher. This fee is deducted from your account monthly. Clients can opt for a performance-based fee of up to 20% of quarterly profits, which makes them eligible for a 0.75% discount on the management fee. Performance fees are only charged if the account balance exceeds the highest previous balance from the last four quarters.