Holmes Osborne is a CFA-designated registered investment advisor at Osborne Global Investors, INC., based in Lee's Summit, MO, with 22 years of industry experience. Holmes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osborne Global Investors' fees are based on the value of your portfolio at the end of each quarter, and are deducted directly from your account. The fees are negotiable and typically range from 0.25% to 2% per year.
Location
210 SW Market Street, PO Box 59, Lee's Summit, MO, 64063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Holmes writes financial articles for Seeking Alpha and Gurufocus.com. This activity is not investment-related.
Employment History
Current Registrations
Osborne Global Investors, INC.
State Registrations2 states
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