Objective Capital Management (OCM) offers investment management and financial planning services tailored to individual client needs. OCM meets with clients to determine their investment objectives and risk tolerance, then develops a strategy to provide continuous investment advice and make investments on their behalf. OCM also offers financial planning services to help clients manage their financial resources and achieve their financial goals.
Assets Under Management$300M
Clients271
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $15.0M | 1.00% |
| $15M+ | 0.85% |
Advisory fee is negotiable depending on individual client circumstances. OCM may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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