Obel Financial Advisors provides investment management and financial planning services. For investment management, Obel uses a proprietary analysis system to select investments suitable for a client's goals and risk tolerance. Financial planning involves evaluating a client's financial situation, goals, and risk tolerance to create a written financial plan. Obel may also recommend and monitor third-party investment advisors.
Assets Under Management$790K
Clients5
Advisors1
Avg. per Client$160K
Avg. per Advisor$790K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Fees are negotiable and may vary based on factors such as related accounts being aggregated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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