Ocean Advisors provides investment management and financial planning services to individuals, families, and businesses. They work with clients to define financial objectives and develop strategies to reach those objectives, including investment management, cash flow and budget management, education planning, retirement planning, and estate planning. Ocean Advisors may recommend third-party money managers and monitor their strategies.
Assets Under Management$55M
Clients51
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiated either higher or lower than the tiered schedule. Minimum fee is $3600 per year, not to exceed 2% of AUM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...