O.I.A. Ltd. specializes in managing investment portfolios for private clients, corporations, and trusts. The firm gathers information to understand client needs and risk tolerance, then invests their money accordingly. Investment portfolios are tax optimized for US taxable, US non-taxable (IRA or 401K) and non-US [non-resident aliens]. O.I.A. Ltd. acts as a legally required to act in your best interest.
Assets Under Management$900K
Clients8
AdvisorsN/A
Avg. per Client$110K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.