Osher Capital Advisors offers comprehensive asset management on a discretionary basis. They also publish asset allocation and macroeconomic research through a subscription website. The firm provides financial planning, investment management, and consulting services, addressing estate and retirement planning, college planning, and manager selection.
Assets Under Management$3M
Clients3
AdvisorsN/A
Avg. per Client$1M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be lower for certain clients. The firm may also charge a fixed monthly fee of at least $200 based on specific client arrangements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.