Oak Street Advisors Fees & Minimum

Overview

Headquarters: Myrtle Beach, SC
Total Firm Assets: $126 million
Average High-Net-Worth Client Portfolio Size: $2.1 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: OAK STREET ADVISORS ADV PART 2 (2026-05-06) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.50%
$250,001	$500,000	1.25%
$500,001	$1,500,000	1.00%
$1,500,001	$3,500,000	0.75%
$3,500,001	$6,000,000	0.50%
$6,000,001	and above	0.25%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,875	1.19%
$5 million	$39,375	0.79%
$10 million	$54,375	0.54%
$50 million	$154,375	0.31%
$100 million	$279,375	0.28%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 67.96%
Number of High-Net-Worth Clients: 40
Total Client Accounts: 547
Discretionary Accounts: 543
Non-Discretionary Accounts: 4

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 139400

OAK STREET ADVISORS ADV PART 2 (2026-05-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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