Oaktree Asset Management, LLC | Financial Advisor in New York ,NY

30 Wall Street, Suite 1203
New York, NY 10005

About

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

15 Years of Experience



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


Firm Information
Assets Managed by Firm:   Yes


Compensation & 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



FAQs

Robert Pavlik

Robert Pavlik

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