Oakworth Asset Management provides comprehensive wealth management services, which include personalized financial planning, consulting, and the ongoing oversight of investment portfolios. Oakworth Asset Management builds diversified portfolios tailored to each client's specific goals, risk tolerance, and time horizon, utilizing mutual funds, exchange-traded funds, individual stocks and bonds, alternative investments, and independent managers. In addition to investment management, Oakworth Asset Management offers stand-alone financial planning covering retirement, tax and cash flow analysis, business planning, estate planning, insurance, and education funding. Oakworth Asset Management operates as a subsidiary of Oakworth Capital Bank and works closely with individuals, high net worth families, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fixed income portfolios have a separate fee schedule: 0.50% on the first $2,500,000 and 0.38% on amounts above $2,500,000. Fees are negotiable.