Otto & Associates offers personalized financial planning and investment management. They help clients with financial goal setting, budgeting, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Otto & Associates is a fee-only firm, meaning they don't sell commissioned products or accept commissions.
Assets Under Management$250M
Clients149
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.00% |
| $1.3M - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
Minimum annual fee of $3,000, negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above. A credit against the annual advisory service fee may be granted on an exception basis at the sole discretion of Otto & Associates for cash that Otto & Associates does not expect to invest during the quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
