This firm manages investments for institutions. Fees are based on a percentage of assets managed and are paid quarterly. Fees may be negotiable depending on the size of the account and the investment style. In addition to Oberweis' fees, clients will incur brokerage, custodial, and other transaction costs. Early investors in the International Select strategy are offered a discounted advisory fee schedule of 0.40% on all assets, but this may be discontinued at any time.
3333 Warrenville Road, Suite 500, Lisle, IL, 60532
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