Assets Under Management
$2.4B
Number of Clients
705
Number of Advisors
8
Average Client AUM
$3.3M
AUM per Advisor
$294.9M
Compensation
Fee-Only (AUM)
Osborne Partners Capital Management provides personalized investment management and financial planning services. They manage portfolios based on individual client needs and risk tolerance, offering various asset allocations. They also manage 401(k) plans and an affiliated private hedge fund. Financial planning is included in the management fee.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Relationships with total Assets below $1,000,000 = 1.25%. The annual fee schedule is subject to change and also can be negotiated by OPCM under certain circumstances.
One Embarcadero Center, Ste 4100, San Francisco, CA, 94111