Advisor at Oak Tree Investment Advisors
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Firm
Oak Tree Investment Advisors
Location
Pittsburgh, PA 15232
Credentials
Series 63, Series 65
Industry experience
25 years
Ronald Heakins is a financial advisor at Oak Tree Investment Advisors in Pittsburgh, PA, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been involved with Oakmont Investment Advisors, Inc., doing business as OakTree Investment Advisors, since 2000 and also owns 75% of the firm. In addition to advisory services, he operates R.E. Heakins Expert Services, Inc. and is associated with C.P.A.A + Inc. OakTree Investment Advisors provides discretionary portfolio management for individuals, trusts, estates, pension and charitable accounts, and business entities. The firm uses a combination of macroeconomic analysis, fundamental and technical indicators, and tactical strategies to manage diversified portfolios, and it manages approximately $164 million across over 200 discretionary accounts.
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
R.E. Heakins Expert Services, Inc
2017 - Present (9 years)
C.P.A.A + Inc
2016 - Present (10 years)
OAKMONT INVESTMENT ADVISORS, INC d/b/a OakTree Investment Adviso
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Trust company
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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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