OASIS Advisors offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. OASIS Advisors also provides pension consulting services and financial planning, offered as a one-time project or on an ongoing subscription basis. They generally invest in mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and other securities.
Assets Under Management$240M
Clients1,867
Advisors21
Avg. per Client$130K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $1.5M | 1.20% |
| $1.5M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are customizable once an account reaches $10,000,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location
21 Advisors at this firm
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