Oak Ridge Financial Services Group is a financial services firm offering investment planning services. Oak Ridge works with clients to understand their financial situation and recommends either managing the client's account directly or placing client assets with third-party portfolio managers. Oak Ridge receives a portion of the fees paid by the client for investment management services. Oak Ridge also offers financial planning for a fixed or hourly fee.
Fee Structure
Oak Ridge offers separately managed accounts where third-party managers handle your investments. Fees for these accounts vary from 0.25% to 2.25% of the assets managed, not to exceed a cumulative fee of 2.50%. These fees are paid to the third-party manager, who then remits a portion to Oak Ridge. In some cases, Oak Ridge charges the advisory fees directly to the client.