Oaklawn Capital Management provides ongoing investment advice tailored to each client's individual needs and goals. Oaklawn develops a personal investment policy based on a questionnaire and manages the portfolio accordingly. Oaklawn primarily invests in stocks and bonds, but may also include new stock offerings. Clients can place reasonable restrictions on their accounts.
Fee Structure
Oaklawn Capital Management charges a performance-based fee, which is a percentage of the net profits earned in your account. This fee can be up to 50% of the profits. There are no additional fees based on the value of your portfolio. To be eligible for this fee structure, you need a minimum account balance of $1 million or a total net worth of $2.1 million. There is no minimum annual fee.