C. O. Overbey Jr. LLC offers financial planning and investment management services. The firm manages investments based on a client's long-term needs, starting with a model of client and market data to develop a suitable investment policy. Portfolios typically consist of mutual funds and ETFs, but may include stocks and bonds. The firm supervises and reoptimizes portfolios as needed and provides quarterly reports.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are not normally negotiable, but alternative fee arrangements may be employed for accounts outside the customary balanced accounts (mutual funds, ETFs, bonds and stocks). Exceptions to the standard fee schedule outlined above may include: Large accounts usually in excess of $5,000,000 in billable asset value; Eleemosynary accounts; Fixed income (bonds) only accounts.