Open Circle Advisors provides comprehensive wealth management, investment management, and standalone financial consulting services. The firm builds diversified portfolios primarily using low-cost, passively managed mutual funds, such as those from Dimensional Fund Advisors, Vanguard, and Bridgeway, and can also coordinate fixed income management through third-party specialists. For wealth management clients, Open Circle Advisors integrates ongoing portfolio monitoring with comprehensive financial planning covering retirement, tax strategies, estate planning, insurance, and cash flow analysis. Clients with smaller portfolios can choose standalone investment management without the comprehensive planning component. Open Circle Advisors also offers standalone project-based or hourly financial consulting for specific advisory needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees and account minimums may be negotiable in certain circumstances. Immediate family accounts are aggregated for fee calculations.