Advisor at Oak Tree Investment Advisors
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Firm
Oak Tree Investment Advisors
Location
Pittsburgh, PA 15232
Credentials
Series 65
Industry experience
< 1 year
Daniel Orsborn is a financial advisor at Oak Tree Investment Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Bonus Accounting and Saint Vincent DePaul. He has been a full-time student since 2015. Oak Tree Investment Advisors provides discretionary portfolio management for individuals, trusts, estates, pension and charitable accounts, and business entities. The firm employs a macroeconomic framework combined with fundamental and technical analysis to construct diversified portfolios and make tactical investment adjustments.
Based on Oak Tree Investment Advisors
$0 - $5,000,000: 0.75% $5,000,000+: 0.50%
Hourly fees charged for disproportionate amount of consulting services; fees agreed upon prior to service
Account minimum: $25,000 for model portfolios; otherwise no account minimum Fee-only: Annual investment management fees ranging from 0.30% to 0.75% depending on asset size and service
731 S. Aiken Ave
Pittsburgh, PA 15232
Pennsylvania
Oak Tree Investment Advisors
2025 - Present (1 year)
Bonus Accounting
2024 - 2025 (1 year)
Saint Vincent DePaul
2021 - 2024 (3 years)
Dairy Queen
2021 - 2022 (1 year)
Full TIme Student
2015 - Present (11 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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