Obermeyer Wealth Partners manages investment portfolios and provides personalized financial planning for individuals, families, trusts, and businesses. Obermeyer Wealth focuses on long-term investing, primarily utilizing common stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. As part of its investment management services, Obermeyer Wealth offers financial planning covering cash flow analysis, budgeting, retirement needs, asset allocation, education funding, tax efficiency, charitable giving, and estate considerations. The firm prefers a minimum of $2 million in assets for investment management services, though this minimum is sometimes negotiable.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Obermeyer Wealth Partners prefers a $2 million account minimum, but fees and minimums are occasionally negotiable based on various criteria.