Ocean Park Asset Management offers investment advisory services through its mutual funds and exchange-traded funds, as well as directly to clients through joint advisory programs. They also provide model delivery services to third-party advisors and financial institutions. Ocean Park's approach focuses on tactical management and disciplined risk management, aiming to mitigate portfolio exposure to market declines.
Assets Under Management$4.9B
Clients195
Advisors14
Avg. per Client$25M
Avg. per Advisor$350M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.40% |
| $500K - $2.0M | Included |
| $2M+ | 1.20% |
Fees are negotiable. The blended rate for accounts between $500,000 and $2,000,000 is calculated as 2.4% on the first $500,000 and 1.8% on the portion exceeding $500,000. Accounts holding affiliated funds receive a fee offset credit.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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