In the uncertain world of investing, the investor typically seeks a team that can provide exemplary investment performance and an uncompromising level of service. We aim to know and understand our clients and their specific needs. We do this by investing in a time-based relationship that creates a meaningful level of understanding, and allows us to forge a powerful bond that enables us to truly act in our clients’ best interests.
We do not have a minimum or maximum portfolio size. Our client base is largely individuals with portfolios of $250,000 to $5,000,000 in assets.
| 1.00% | on the first | $ 1,000,000 |
| 0.70% | on the next | $ 2,000,000 |
| 0.50% | on the next | $ 2,000,000 |
| Negotiable | over |
$ 5,000,000 |
Our fees are based on a percentage of assets under management and are paid quarterly in advance.
Brokerage related fees are not included. Oatley & Diak utilizes Charles Schwab as primary broker and custodian of client accounts due to their competitive rates and variety of services offered.
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