Oceanic Capital Management (OCM) offers investment advice using long-term strategies and diversified portfolios. OCM determines the appropriate asset allocation for each client based on their individual needs and risk profile. OCM also provides financial planning services, including preparing financial plans based on clients' goals and objectives. Thomas Yorke and Douglas Lyons are also licensed insurance producers and may receive commissions from insurance products.
Assets Under Management$59M
Clients95
Advisors2
Avg. per Client$620K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the advisor’s discretion, based on the total client relationships and assets under management. The investment management fees range between 1% and a maximum of 2.0%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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