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.
Wells Fargo Tower, 201 Main Street, Suite 828, Fort Worth, TX, 76102
Get directionsMaurice owns mineral rights under his personal residence. He is also a co-trustee of the Stuffmann Family Trust, which holds investment assets and residences as part of estate planning.