Assets Under Management
$2.6B
Number of Clients
1,015
Number of Advisors
10
Average Client AUM
$2.6M
AUM per Advisor
$260.5M
Compensation
Fee-Only (AUM)
Obermeyer Wealth Partners offers investment management and financial planning services. They work with clients to establish financial goals and objectives, create and manage portfolios, and offer financial planning services such as cash flow analysis, retirement needs, asset allocation, education funding, tax efficiency, charitable giving, and estate considerations.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Obermeyer Wealth occasionally charges a lesser management fee or waives the $1 million client minimum based on certain criteria.
501 Rio Grande Place, Suite 107, Aspen, CO, 81611