Osborne Partners Capital Management (OPCM) provides personalized investment management services to individuals, families, trusts, estates, and various organizations. OPCM tailors portfolios based on individual client Investment Policy Guidelines, considering financial objectives, tax situations, and risk tolerance. OPCM manages assets on both discretionary and non-discretionary bases. They also manage 401k plans and offer a sub-advisory arrangement with unaffiliated investment advisors. OPCM also manages an affiliated private hedge fund, OPCM Fund, for accredited investors and qualified clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Relationships with total Assets below $1,000,000 = 1.25%. For educational accounts like a 529, OPCM will charge an annual fee of 0.30% on assets under management. For non-discretionary service accounts, OPCM charges an annual fee of 0.25% of assets under management. The annual fee schedule is subject to change and also can be negotiated by OPCM under certain circumstances, and at the sole discretion of OPCM.