Osprey Money Management provides financial planning services to help clients manage their financial resources based on their individual needs. They gather information about your financial situation and objectives to develop a written plan. Osprey Money Management also recommends third-party investment advisors to manage client portfolios, considering factors like performance, fees, and investment goals. They monitor the third-party advisor's performance to ensure alignment with client objectives.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Osprey Money Management charges a fixed fee between $100 and $1000 for financial planning services. The fee depends on the extent of research, analysis, and the depth of the plan. You pay 50% upfront and the rest upon completion.
One-Time Plan:$100 - $1,000
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