Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
6666 Passer Road, Suite 4, Coopersburg, PA, 18036
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Trudy owns Truly Trudy's Sweets & Treats, a candy, chocolate, and baked goods business, dedicating about 10-20% of her time. She is also a financial advisor at Oaktree Advisors and a registered representative with Purshe Kaplan Sterling Investments, spending nearly full-time hours on these investment-related activities. Additionally, Trudy is an insurance agent, spending minimal time explaining products and taking applications.