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.
25550 Chagrin Blvd, Ste 310, Beachwood, OH, 44122
Get directionsAdam is a shareholder in a family investment company, a member of the Greater Cleveland Food Bank committee, a Porsche Club instructor, and a managing member of a family investment entity. He also serves on the finance committee for the Cleveland Racquet Club, dedicating minimal time to this role.