OAC Capital Advisors offers wealth management services combining portfolio management and financial consulting. Portfolio management can be discretionary or non-discretionary, and may involve sub-advisors. Financial consulting covers risk assessment, investment planning, and family office/wealth planning services. OAC may invest client assets according to model portfolios. Clients are urged to compare reports from OAC with custodial statements for accuracy.
Fee Structure
OAC Capital Advisors charges a fee based on the value of your portfolio. This fee is set when you sign an agreement and generally ranges from 0.4% to 2.0% per year. The exact fee depends on the size and complexity of your portfolio. Alternatively, or additionally, a fixed annual fee may be charged, ranging from $10,000 to $250,000 or more. Fees are negotiable and may be discounted for family members of staff.