O'Gorman Asset Management (OAM) offers investment advisory services, including continuous portfolio management, to individuals and high net worth individuals. OAM works with clients to understand their financial objectives, risk tolerance, and time horizon to develop a suitable investment policy. OAM also provides comprehensive financial planning and consulting services, including net worth review, tax analysis, retirement forecasting, and estate planning analysis.
Assets Under Management$11M
Clients10
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 2.00% |
| $125K - $250K | 1.25% |
| $250K+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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