OakGrowth Wealth Management (OGWM) manages investment portfolios and offers financial planning services. OGWM works with clients to establish financial goals and values, then develops and implements a plan. OGWM offers ongoing comprehensive financial planning and project-based financial planning services.
Assets Under Management$17M
Clients47
Advisors1
Avg. per Client$360K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $750K | 2.30% |
| $750K - $1.0M | 1.75% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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