Assets Under Management
$179.3M
Number of Clients
310
Number of Advisors
5
Average Client AUM
$578K
AUM per Advisor
$35.9M
Compensation
Fee-Only (AUM)
Oaktree Advisors LLC offers personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. Asset management is generally provided on a discretionary basis, with a minimum account size of $500,000. Financial planning fees are included with asset management services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. The fee schedule for trust services differs.
6666 Passer Road, Suite 4, Coopersburg, PA, 18036