Osprey Capital Management provides investment management services to clients. Osprey is not a financial planner. Osprey works with clients to determine their investment guidelines, including risk tolerance and investment objectives. Osprey is given authority to buy and sell securities within those guidelines. Clients have the final choice of broker-dealer and custodian.
Assets Under Management$27M
Clients44
Advisors1
Avg. per Client$610K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees over $5,000,000 are negotiated. There is a minimum fee of $2,000 per relationship per year which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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