Oak Associates Ltd
Assets Under Management
$1.7B
Number of Clients
46
Number of Advisors
3
Average Client AUM
$36.2M
AUM per Advisor
$555.0M
Compensation
Fee-Only (AUM)
About This Firm
Oak Associates provides investment supervisory services based on a growth equity strategy. They offer individual and institutional advisory services, encouraging communication with clients. They also provide advisory services to the Oak Associates Funds and act as sub-adviser to other investment managers. Oak offers wrap fee programs and model delivery programs.
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 (e.g., Institutional, or public pension plan). Management fee schedules and account minimums may vary among clients depending on the client circumstances, nature of services, amount of assets, and length of relationship, among other reasons.
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
Location
3800 Embassy Parkway, Suite 31O, Akron, OH, 44333