Kurt Oelze, LLC provides investment management services, tailoring advice based on client information like age, income, net worth, and investment goals. Kurt Oelze, LLC uses fundamental research for investment analysis. The firm manages accounts on a discretionary basis and uses a bundled fee program.
Assets Under Management$3.1M
Clients10
Advisors1
Avg. per Client$310K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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