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.
2121 Palomar Airport Road, Suite 130, Carlsbad, CA, 92011
Get directionsAaron is the trustee of the John Arnold Family Trust since 1998, providing basic trust duties. This investment-related activity requires minimal time.