E. Magnus Oppenheim & CO. INC.

Fee-Only (% of Portfolio)

E. Magnus Oppenheim & Co., Inc. has been providing investment management and research services for over forty years. Based in New York City and acquired by Parsonex Enterprises in 2023, the registered investment advisor focuses on fundamental research and long-term capital appreciation by investing in larger, well-established companies and undervalued situations. E. Magnus Oppenheim & Co., Inc. emphasizes capital conservation, diversification, and dividend yields, while avoiding risky strategies like short-selling or margin trading. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations.

Assets Under Management$9.5M
Clients11
Advisors1
Avg. per Client$860K
Avg. per Advisor$9.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Subject to a minimum annual fee of $250.00.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm