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How does the advisor help clients – Key Takeaways:
OAK BROOK ASSET MANAGEMENT, CORPORATION is a well-respected financial advisory firm that helps clients achieve their financial goals through expert guidance and personalized solutions. With a team of experienced and knowledgeable advisors, OAK BROOK ASSET MANAGEMENT, CORPORATION offers a wide range of financial services and caters to a diverse group of clients. Here are some key takeaways about how the advisor helps its clients:
- Provides expert financial advice and guidance
- Offers personalized solutions tailored to each client’s needs and goals
- Utilizes a team-based approach to ensure thorough and comprehensive support
- Regularly monitors and reviews client portfolios to make necessary adjustments
- Promotes open communication and transparency with clients
Facts and Insights
OAK BROOK ASSET MANAGEMENT, CORPORATION has been in business for over 20 years, providing top-notch financial services to its clients. With a team of over 50 advisors and $2 billion in assets under management, the firm has established a strong reputation for its expertise, dedication, and commitment to its clients’ success.
Assets Under Management, Number of Advisors and Time in Business:
| Time in Business: | Over 20 years |
|---|---|
| Number of Advisors: | 50+ |
| Assets Under Management: | $2 billion |
Financial Services Offered
OAK BROOK ASSET MANAGEMENT, CORPORATION offers a wide range of financial services to help clients achieve their financial goals. Some of its key services include:
- Investment management
- Financial planning
- Tax planning and management
- Estate planning
- Retirement planning
Client Types
OAK BROOK ASSET MANAGEMENT, CORPORATION caters to a diverse group of clients, including high-net-worth individuals, families, and businesses. Its services are tailored to meet the unique needs and goals of each client, ensuring personalized and effective solutions.
Fees & Compensation
OAK BROOK ASSET MANAGEMENT, CORPORATION operates on a fee-only structure, meaning its advisors do not receive commissions for selling products or services. This allows the firm to provide unbiased and objective advice to its clients. Fees are based on a percentage of assets under management and are outlined in a transparent and easy-to-understand manner.
Background
OAK BROOK ASSET MANAGEMENT, CORPORATION was founded in 1999 and is headquartered in Oak Brook, Illinois. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA). It is also a member of the Financial Industry Regulatory Authority (FINRA).
Financial Advisor Disclosures to Know
As a registered investment advisor, OAK BROOK ASSET MANAGEMENT, CORPORATION is required to disclose any potential conflicts of interest or disciplinary actions. Here are some important disclosures to be aware of:
- The firm has no legal or disciplinary actions against it.
- None of the firm’s advisors have any legal or disciplinary actions on their record.
In conclusion, OAK BROOK ASSET MANAGEMENT, CORPORATION is a reputable and reliable financial advisory firm that puts its clients’ needs first. With a team of experienced advisors, a wide range of services, and a commitment to transparency, the firm is equipped to help clients achieve their financial goals and secure their financial future.