Robert Pavlik
Oaktree Asset Management, LLC

30 Wall Street, Suite 1203
New York, NY 10005

About Oaktree Asset Management, LLC

Oaktree?s goal is to provide high quality investment management services. Oaktree is committed to offering the highest level of service possible in order to achieve our client?s financial objectives while working within their acceptable risk parameters. We achieve these goals by: Maintaining a well-defined investment discipline.
* Listening to clients' needs.
* Tailoring individual portfolios.
* Developing and maintaining a close relationship with each client.

Investment Style: Large-Cap Growth & Value Blend


Investment Types:   International Investments , Options , Bond Mutual Funds , Bonds , Stocks Mutual Funds , Stocks

Firm Information

Assets Managed by Firm:   Yes

Compensation and Fees

Fee % Based on Assets:   1
Additional Details on Charges:   Typically:
1.5% on 1st $1,000,000
1.25% on $1,000,001 to $2,000,000
1.10% on $2,000,001 to $3,000,000
.85% on $3,000,001 to $5,000,000
.60% on $5,000,001 and higher

Robert Pavlik

Robert Pavlik

Series 63, Series 65, Series 7, Masters of Business Administration, RIA