Geoffry H. Oshman, CFP® is a sole proprietor offering investment advice and financial planning. He focuses on portfolio management, recommending investments mainly through mutual funds. He tailors his advice to each client's needs, goals, and risk tolerance, gathered through interviews and discussions. Clients can set restrictions on investments, and while he has discretion, he typically informs clients before making trades.
Assets Under Management$15M
Clients11
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.17% |
| $750K+ | 0.13% |
Fees may be discounted or reduced by negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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