Oars Capital manages investment portfolios for individuals and provides financial planning and wealth management services as part of the client relationship. Oars uses an asset allocation model with ETFs or a tactical security selection strategy with stocks and bonds, tailored to each client's objectives and risk tolerance. Fees are based on a percentage of assets under management.
Assets Under Management$360M
Clients158
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$360M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are occasionally negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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