Oakworth Asset Management (OAM) offers financial planning, consulting, and investment management services. OAM manages investments using mutual funds, exchange-traded funds, individual stocks and bonds, alternative investments, and independent investment managers. OAM works with individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and other business entities. OAM is a wholly owned subsidiary of Oakworth Capital Bank.
Assets Under Management$760M
Clients678
Advisors19
Avg. per Client$1.1M
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
For accounts made up of fixed income investments, the fees are: First $2,500,000: 0.50%, Above $2,500,000: 0.38%. The Firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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