Overview
- Headquarters
- Pittsburgh, PA
- Total Firm Assets
- $192 million
- Average High-Net-Worth Client Portfolio Size
- $8.2 million
Fee Disclosure
Source: OAKTREE INVESTMENT ADVISORS FIRM BROCHURE (2026-07-15)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|
| $0 |
$5,000,000
|
0.75%
|
| $5,000,001 |
and above
|
0.50%
|
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|
| $1 million |
$7,500 |
0.75% |
| $5 million |
$37,500 |
0.75% |
| $10 million |
$62,500 |
0.62% |
| $50 million |
$262,500 |
0.52% |
| $100 million |
$512,500 |
0.51% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for
$2M portfolios · $10M portfolios
- High-Net-Worth Share of Firm Assets
- 72.23%
- Number of High-Net-Worth Clients
- 17
- Total Client Accounts
- 273
- Discretionary Accounts
- 273
Services Offered
Services:
Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 111095
-
OAKTREE INVESTMENT ADVISORS FIRM BROCHURE (2026-07-15)
(fee schedule source)
· View brochure text
View firm on SEC ↗
·
Current Form ADV (PDF) ↗
Frequently Asked Questions
Oak Tree Investment Advisors's Form ADV discloses 0.75% on the first $5 million and 0.50% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #111095), Oak Tree Investment Advisors is subject to fiduciary duty under federal law.
Oak Tree Investment Advisors is headquartered in PITTSBURGH, PA.
Oak Tree Investment Advisors serves 17 high-net-worth clients according to their SEC filing dated July 15, 2026. View client details ↓
According to their SEC Form ADV, Oak Tree Investment Advisors offers portfolio management for individuals. View all service details ↓
Oak Tree Investment Advisors manages $192 million in client assets according to their SEC filing dated July 15, 2026.
According to their SEC Form ADV, Oak Tree Investment Advisors serves high-net-worth individuals. View client details ↓