Ocean Avenue Wealth Management
Ocean Avenue Wealth Management (OAWM) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. OAWM also offers financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. OAWM creates a financial plan for each client and monitors and updates it on an ongoing basis.
Fee Structure
Ocean Avenue Wealth Management's investment management fee is a percentage of your total assets under management, ranging from 0.00% to 5.00% annually. The exact fee is negotiable and outlined in your investment advisory contract. Fees are paid quarterly in advance, and you can terminate the contract with 30 days' written notice for a prorated refund.