Oaktree Advisors' fees for asset management range from 0.25% to 1.25% per year, but are negotiable based on factors like account size and complexity. The fee schedule for stand-alone asset management is 1.25% on assets up to $300,000, and 1.00% on assets from $300,001 to $10,000,000. Fees for assets over $10,000,000 are negotiable. For trust services, the fee schedule is 1.5% on assets from $400,000 to $750,000, 1.4% on assets from $750,000 to $1,000,000, and 1.25% on assets from $1,000,000 to $5,000,000. Fees for trust assets over $5,000,000 are negotiable. Financial planning fees are included with asset management services.
6666 Passer Road, Suite 4, Coopersburg, PA, 18036
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