October Wealth Advisors provides investment portfolio management and general consulting services. At the start of a client relationship, October Wealth Advisors discusses your investment experience, financial circumstances, and goals to develop a financial outline and investment plan. October Wealth Advisors manages investment portfolios on a discretionary or non-discretionary basis.
Assets Under Management$140M
Clients160
Advisors2
Avg. per Client$890K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The minimum portfolio value is generally $100,000. The minimum annual fee for any portfolio is $1,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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