Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4M+ | 0.75% |
Management fees are negotiable at Oak’s discretion based on the size of the account(s) or type of account.
Fee Estimator
Oak Associates charges an annual management fee of 1.00% on the first $4,000,000 and 0.75% on assets over $4,000,000. Fees are calculated quarterly and are negotiable based on account size or type. The minimum account size for wrap fee programs and model delivery programs is $100,000. For wrap and model delivery programs, Oak’s management fee is generally in the range of 0.40% to 0.50%.
Areas of Practice
Advisor Information
Office location
3333 Richmond Rd #180, Beachwood, OH, 44122
Get directionsRegulatory History
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