β€œAn investment in knowledge pays the best interest.”
— Benjamin Graham
 

what we believe at oakview

Investing does not have to be intimidating.

Wealth grows not just by the money you are earning, but by the money you are saving in taxes.

Your investments and investment philosophy should be transparent and easily understood.

What you pay in fees matters.

The best way to invest your money is to know what your goals are. And then to put a PLAN in place.


INVESTMENT MANAGEMENT FEES

Assets Under Management          Annual Fee

  • $0-$500,000                             1.25%

  • The next $500,000                    1.00%

  • The next $1,000,000                  0.85%

  • The next $1,000,000                  0.75%

  • The next $1,000,000                  0.65%

  • Amounts over $4,000,000          0.50%

Fees are billed in advance quarterly and based on the balance of the account from the previous quarter.