Ogorek Wealth Management (OWM) offers investment advice and financial planning to individuals, families, businesses, retirement plans, trusts, estates, and charities. OWM works with clients to understand their goals, risk tolerance, and financial situation to develop a suitable investment approach. OWM constructs portfolios using mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds. Financial planning services include goal setting, investment analysis, risk management, tax review, and estate planning review.
Assets Under Management$560M
Clients192
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $4.0M | 0.80% |
| $4M+ | 0.65% |
Fees may be negotiable for larger accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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