Oshima & Associates
Assets Under Management
$5.5M
Number of Clients
12
Number of Advisors
N/A
Avg. Portfolio per Client
$458K
Avg. Managed per Advisor
N/A
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Oshima & Associates offers investment advice and financial planning to individuals, high-net-worth individuals, charitable organizations, and businesses. Services include managing investments based on individual client needs and financial planning covering personal finances, taxes, investments, retirement, death and disability, and estate planning. Oshima also provides advice on non-securities investments like real estate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Account sizes may be negotiable under certain circumstances. Accounts managed on behalf of Oshima & Associates’ family members, employees and their family members, and close acquaintances may be subject to alternative fee schedules. Fees and service terms are subject to periodic revision. Clients may be notified of fee & service revisions to their account through the means defined in the client services agreement. Furthermore, as firm wide fee revisions occur, clients account fee schedules may be “grandfathered” at their prevailing fee schedule. These fees may be greater or lower than Oshima & Associates current fee schedule. Exceptions to both the general fee schedule and account minimums may be negotiated and granted on a case by case basis.
Fee Estimator
Areas of Practice
Location
21 Merchants Row, Suite 5, Boston, MA, 02109