Obsidian Investment Advisers provides investment advice and manages investments for individuals, retirement plans, trusts, and other entities. Obsidian works with clients to understand their financial situation, goals, and risk tolerance to create a personalized investment strategy. They offer both ongoing investment management and financial planning services, such as retirement planning, estate planning, and tax planning. Obsidian does not hold client funds; instead, client assets are held at a third-party custodian.
Assets Under Management$19M
Clients67
Advisors1
Avg. per Client$290K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $3.0M | 1.50% |
| $3M+ | 1.00% |
The minimum annual fee is $500 per household or institution. Fees are subject to negotiation and based upon portfolio size and other business considerations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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