Ostrom & Associates provides investment management and financial planning services. The firm acts in the client's best interest. They offer investment consulting, helping clients understand investment options and strategies. They also manage investments, typically making trades without asking for approval first, but will comply with client requests. Financial planning services are provided as needed.
Assets Under Management$8.5M
Clients14
AdvisorsN/A
Avg. per Client$610K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.80% |
| $200K - $500K | 0.85% |
| $500K+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.