Occam Capital offers investment management services tailored to clients' long-term objectives, typically using large-cap domestic and international equities and investment-grade bonds. Smaller accounts may use mutual funds and ETFs. They also provide hourly investment consulting services, including securities analysis and investment performance verification. Occam Capital does not prepare financial plans, but can offer limited aspects of financial planning if requested by clients.
Assets Under Management$66M
Clients95
Advisors1
Avg. per Client$690K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
This fee schedule is for equity and balanced accounts. The annual fee schedule for fixed income accounts is: 0.60% of the first $1,000,000 and 0.50% in excess of $1,000,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...