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INSTITUTIONAL ACCOUNTS For over 21 years, 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. Click here for more information. MANAGED ACCOUNTS In partnering 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. Click here for more information. MUTUAL FUND ACCOUNTS Through our Oak Associates Funds family of seven no-load funds, Oak is able to offer our institutional style of management to the astute mutual fund investor. The minimum investment for this program is $2000. Click here for more information. 
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Suite 250