Invest With Oak Associates
Direct Separate Accounts
Since 1985, Oak Associates, ltd. has provided institutional management for corporate pension plans, foundations, endowments, Taft-Hartley plans, public plans, and high-net-worth individuals. The minimum for this program is $3,000,000. The standard management fee schedule is 1% for accounts up to $4,000,000, and 0.75% thereafter; however, fees are open to negotiation. For more information or to open an account with Oak Associates, ltd., contact the Relationship Management Team at 330-668-1234 or click here.
In partnership with a variety of sponsor firms, Oak provides our institutional style of management to the high-net-worth investor. Our Managed Accounts program allows clients to receive a variety of services from Oak and a sponsoring broker dealer for a single, comprehensive management fee. The minimum for this program is $100,000. The aggregate fee may vary from sponsor firm to sponsor firm. To find out if your financial advisor participates in Oak Associates' Managed Accounts' program, click here or contact your financial advisor.
Mutual Fund Accounts
Retail investors are able to invest with Oak Associates through their family of no-load funds, To open a mutual fund account online, click here and follow the instructions on the OakFunds.com website.
This page was last updated: February 11, 2016
Oak Associates, ltd.
3875 Embassy Parkway - Suite 250, Akron, Ohio 44333
Main Tel: 330-668-1234 Fax: 330-668-2901
Oak Associates, ltd. is an independent investment advisor registered with the U.S. Securities & Exchange Commission.