Overview
- Headquarters
- New York, NY
- Total Firm Assets
- $21.3 billion
- Average High-Net-Worth Client Portfolio Size
- $2.1 million
- Stated Minimum Account Size
- $150,000
Fee Disclosure
Source: OPPENHEIMER ASSET MANAGEMENT INC. PART 2A OF FORM ADV (2026-09-01)
· View brochure text
Latest filing: OPPENHEIMER ASSET MANAGEMENT INC. PART 2A APPENDIX 1 (2026-09-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | Up to 1.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $62,500 | 1.25% |
| $10 million | $125,000 | 1.25% |
| $50 million | $625,000 | 1.25% |
| $100 million | $1,250,000 | 1.25% |
Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 20.41%
- Number of High-Net-Worth Clients
- 2,034
- Total Client Accounts
- 43,537
- Discretionary Accounts
- 29,095
- Non-Discretionary Accounts
- 14,442
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 105559
- OPPENHEIMER ASSET MANAGEMENT INC. PART 2A APPENDIX 1 (2026-09-30) · View brochure text
- OPPENHEIMER ASSET MANAGEMENT INC. PART 2A OF FORM ADV (2026-09-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗