Osborne Capital Management provides financial planning and investment supervisory services, including mutual fund and stock/bond asset allocation. They offer non-discretionary portfolio management and portfolio rebalancing. Osborne Capital Management does not offer discretionary account management. They have been providing these services since 2007.
Assets Under Management$29M
Clients91
Advisors1
Avg. per Client$320K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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