Oshima & Associates offers investment management and financial planning services. Investment management involves ongoing advice based on individual client needs. Financial planning covers areas like personal finances, taxes, investments, retirement, death, disability, and estate planning. Oshima also provides advice on non-securities investments, including real estate.
Assets Under Management$5.5M
Clients12
AdvisorsN/A
Avg. per Client$460K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees and service terms are subject to periodic revision. Accounts managed on behalf of Oshima & Associates’ family members, employees and their family members, and close acquaintances may be subject to alternative fee schedules. Exceptions to both the general fee schedule and account minimums may be negotiated and granted on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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