One Oak Holdings provides investment solutions, specializing as an outsourced chief investment officer (OCIO) for endowments, foundations, family offices, and other institutional organizations. One Oak develops investment strategies, allocates assets, selects and monitors managers, performs due diligence, ensures governance and compliance, and provides reporting. One Oak emphasizes independent and unbiased advice.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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