[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-0-en-105":3,"doc-seo-180352-105":59,"doc-detail-180352-en":130},{"code":4,"msg":5,"data":6},0,"success",[7,13,18,23,28,33,38,43,48,51,55],{"id":8,"doc_module":4,"doc_module_name":9,"category_name":10,"show_sort_weight":11,"slug":12},1,"Document","Story & Novel",90,"story-novel",{"id":14,"doc_module":4,"doc_module_name":9,"category_name":15,"show_sort_weight":16,"slug":17},2,"Literature",80,"literature",{"id":19,"doc_module":4,"doc_module_name":9,"category_name":20,"show_sort_weight":21,"slug":22},4,"Exam",70,"exam",{"id":24,"doc_module":4,"doc_module_name":9,"category_name":25,"show_sort_weight":26,"slug":27},5,"Comic",60,"comic",{"id":29,"doc_module":4,"doc_module_name":9,"category_name":30,"show_sort_weight":31,"slug":32},6,"Technology",50,"technology",{"id":34,"doc_module":4,"doc_module_name":9,"category_name":35,"show_sort_weight":36,"slug":37},7,"Healthcare",40,"healthcare",{"id":39,"doc_module":4,"doc_module_name":9,"category_name":40,"show_sort_weight":41,"slug":42},8,"Research & Report",30,"research-report",{"id":44,"doc_module":4,"doc_module_name":9,"category_name":45,"show_sort_weight":46,"slug":47},9,"Religion & Spirituality",20,"religion-spirituality",{"id":46,"doc_module":4,"doc_module_name":9,"category_name":49,"show_sort_weight":46,"slug":50},"World Cup","world-cup",{"id":52,"doc_module":4,"doc_module_name":9,"category_name":53,"show_sort_weight":52,"slug":54},10,"Lifestyle","lifestyle",{"id":56,"doc_module":4,"doc_module_name":9,"category_name":57,"show_sort_weight":24,"slug":58},19,"General","general",{"code":4,"msg":60,"data":61},"ok",{"site_id":62,"language":63,"slug":64,"title":65,"keywords":66,"description":67,"schema_data":68,"social_meta":123,"head_meta":125,"extra_data":127,"updated_unix":129},105,"en","harrisoakmark-investment-strategy-and-annual-fee-schedule","HarrisOakmark - Investment Strategy and Annual Fee Schedule","","Annual fee schedule for HarrisOakmark by client type and investment strategy. Provides tiered pricing in USD tied to specified asset thresholds, with separate rate schedules for institutional and private wealth clients. Includes strategy categories such as U.S. large value, U.S. concentrated equity, equity & income, Core Plus, and multiple global, international, and Japan equity options. Each entry states the applicable percentage fee rates and the minimum account size requirement.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/harrisoakmark-investment-strategy-and-annual-fee-schedule/180352/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/harrisoakmark-investment-strategy-and-annual-fee-schedule/180352.png","ImageObject",300,407,{"name":92,"@type":93},"Genevieve","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-27","2026-09-02",true,{"@type":102,"interactionType":103,"userInteractionCount":44},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"How are HarrisOakmark annual fees calculated for institutional clients?","Question",{"text":112,"@type":113},"Fees are listed as tiered percentages applied to asset amounts within specified thresholds, plus a minimum account size for each strategy.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"What fee information is provided for private wealth investment strategies?",{"text":117,"@type":113},"Each private wealth strategy includes the applicable tiered annual fee rates (in USD) tied to asset breakpoints and a minimum account size.",{"name":119,"@type":110,"acceptedAnswer":120},"Do minimum account sizes vary by investment strategy?",{"text":121,"@type":113},"Yes. Every table row specifies a strategy-specific minimum account size, which differs across client types and strategies.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},180352,1790943217,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":44,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":139,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":145,"preview_page_count":4},1374391974585,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","| Client Type* | Investment Strategy | Annual Fee (USD) |\n| --- | --- | --- |\n| Institutional | U.S. Large Value | 0.75% on the first $15 million 0.45% on asset value over $15 million Minimum account size: $10 million |\n| Institutional | U.S. Concentrated Equity | 1.00% on the first $10 million 0.50% on asset value over $10 million Minimum account size: $10 million |\n| Institutional | Equity & Income | 0.60% on all asset values Minimum account size: $100 million |\n\n\n| Client Type* | Investment Strategy | Annual Fee (USD) |\n| --- | --- | --- |\n| Institutional | Core Plus | 0. 25% on the first $25 million\u003Cbr>0. 22% on the next $25 million\u003Cbr>0. 20% on the next $50 million\u003Cbr>0. 12% on asset values over $100 million Minimum account size: $20 million |\n| Institutional | Global All Cap Equity | 0.80% on the first $100 million 0.65% on asset value over $100 million Minimum account size: $100 million |\n| Institutional | Global Equity | 0.60% on first $100 million\u003Cbr>0.50% on asset value over $100 million Minimum account size: $100 million |\n| Institutional | Global Concentrated Equity | 0.78% on the first $100 million 0.55% on asset value over $100 million Minimum account size: $100 million |\n| Institutional | International Equity | 0.70% on the first $100 million 0.50% on asset value over $100 million Minimum account size: $100 million |\n| Institutional | International Small Cap Equity | 0.85% on first $100 million\u003Cbr>0.65% on asset values over $100 million Minimum account size: $100 million |\n| Institutional | Japan Equity | 0.75% on the first $75 million 0.60% on asset value over $75 million Minimum account size: $100 million |\n| Private Wealth | Balanced | 0.75% on the first $15 million 0.45% on asset value over $15 million Minimum account size: $20 million |\n| Private Wealth | U.S. Mid Cap Equity | 1.00% on the first $10 million 0.50% on asset value over $10 million Minimum account size: $5 million |\n| Private Wealth | Private Client Balanced | 1.00% on the first $10 million 0.50% on asset value over $10 million Minimum account size: $3 million |\n| Private Wealth | Private Client Equity | 1.00% on the first $10 million 0.50% on asset value over $10 million Minimum account size: $3 million |","cbCaifnlIqdgreHb","https://ap.wps.com/l/cbCaifnlIqdgreHb","pdf",937459,55,"English","# Client Type and Fee Tables\n## Institutional Investment Strategies\n## Private Wealth Investment Strategies","[{\"question\":\"How are HarrisOakmark annual fees calculated for institutional clients?\",\"answer\":\"Fees are listed as tiered percentages applied to asset amounts within specified thresholds, plus a minimum account size for each strategy.\"},{\"question\":\"What fee information is provided for private wealth investment strategies?\",\"answer\":\"Each private wealth strategy includes the applicable tiered annual fee rates (in USD) tied to asset breakpoints and a minimum account size.\"},{\"question\":\"Do minimum account sizes vary by investment strategy?\",\"answer\":\"Yes. Every table row specifies a strategy-specific minimum account size, which differs across client types and strategies.\"}]","HarrisOakmark - Investment Strategy and Annual Fee Schedule | PDF",1788340417,139]