Transparent pricing, published clearly.
Standard digital account opening carries no opening fee. Investment and advisory fees are shown below.
Fee schedule
| Product | Fee | Type |
|---|---|---|
| Digital Account | $0 | Opening fee |
| Oak Bridge Core | 0.35% | Annual advisory fee |
| Oak Bridge Growth | 0.45% | Annual advisory fee |
| Oak Bridge Global | 0.50% | Annual advisory fee |
| Premium Advisory | 0.75% | Annual advisory fee |
Minimum portfolio
| Access | Minimum |
|---|---|
| Standard investment access | $5,000 |
| Premium Advisory | $100,000 |