Osbon Capital is a registered investment advisor that manages investment portfolios for individuals. They work with clients to understand their goals, risk tolerance, and financial situation to create a personalized investment plan. Osbon Capital can manage accounts with or without the client's prior consent for each transaction. They primarily invest in exchange traded funds (ETFs).
Assets Under Management$180M
Clients68
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and account minimums are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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