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.
200 Park Avenue, Suite 150, Florham Park, NJ, 07932
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Aaron works as a part-time caddy at Crestmont Country Club on weekends. This activity is not investment-related and takes a few hours per week.