The Oak Ridge Financial Services Group, INC
Assets Under Management
$456.4M
Number of Clients
1,501
Number of Advisors
31
Average Client AUM
$304K
AUM per Advisor
$14.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Oak Ridge is a full-service financial services firm offering investment planning services. They are also a registered broker-dealer. IARs work with clients to understand their financial situation and recommend managing the client's assets or placing them with a third-party portfolio manager. Financial planning is also offered for a fee.
Fee Structure
Oak Ridge charges advisory fees that vary from 0.25% to 2.25% on managed assets, not to exceed a cumulative fee of 2.50%. Fees can be charged monthly or quarterly in advance or in arrears. Financial planning is offered on both a fixed fee and an hourly fee basis. Fixed fees range from $500 to $3,000. Hourly fees range from $150 to $350.
Areas of Practice
Location
701 Xenia Avenue South, Suite 100, Golden Valley, MN, 55416-1089