Oakley Financial offers investment management services where they manage your investments based on your goals and risk tolerance. Oakley also provides services to retirement plans, acting as an advisor to help plan sponsors with their investment decisions or managing the plan's investments directly. Oakley does not offer wrap fee programs.
Assets Under Management$53M
Clients35
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.50% |
| $500K+ | 0.25% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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