Oak Brook Asset Management, Corporation fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Fees for OBAMC advisory services are computed at an annualized percentage of assets under management on a sliding scale: $ Portfolio Size 0 - 2,499,999 2,500,000 – 4,999,999 5,000,000 + Annual % 1.0% 0.8% Negotiable OBAMC may charge a fee of $150/hour for financial planning services that do not include the…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Oak Brook Asset Management, Corporation bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Client fees are payable quarterly in arrears.”
• “Clients may elect to be billed directly for fees.”
• “Upon termination of any account, any earned, unpaid fees will be due and payable.”

How Oak Brook Asset Management, Corporation’s fees compare

• Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
• 1 of the 53 other planners in Scottsdale that publish an hourly rate charge less.

About Oak Brook Asset Management, Corporation

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1994 (32 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

34

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$56,031,408

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

113778

Phone

(480) 513-1762

Can advise clients in 2 states: Arizona, Illinois

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