Trudy Fearon is a registered investment advisor at Oaktree Advisors LLC, based in Coopersburg, PA, with 45 years of industry experience. Trudy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 310 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oaktree Advisors manages investments for a fee based on the value of your portfolio. Financial planning is included with investment management services. The annual fee is:
- Up to $300,000: 1.25%
- $300,001 to $10,000,000: 1.00%
- Over $10,000,000: Negotiable
For trust services, the annual fee is:
- $400,000 - $750,000: 1.5%
- $750,000-$1,000,000: 1.4%
- $1,000,000 - $5,000,000: 1.25%
- Over $5,000,000: Negotiable
Location
6666 Passer Road, Suite 4, Coopersburg, PA, 18036
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Regulatory 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.
Employment History
Current Registrations
Oaktree Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Lombard Advisers Incorporated
Lombard Securities IncorporatedBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
Warren W. York & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.