Oppenheimer's advisory fees are negotiable and vary based on account type, size, and services provided. The minimum annual fee is $250, but this is waived for accounts over $50,000 or households with at least $250,000 in advisory accounts. The fees cover investment services, trading, custody, and reporting. Clients may pay more or less in a wrap fee program compared to purchasing services separately. The table above shows the maximum fees for each program.
711 Louisiana Street, 15th Floor, Houston, TX, 77002
Get directionsAlan is co-trustee for several trusts, including a life insurance trust, requiring minimal time commitment overall. He is also a board member at Gold Country Club, dedicating minimal time and no time during security trading hours.