Obermaier Management, LLC provides investment advice on a discretionary or non-discretionary basis. For discretionary clients, Obermaier Management focuses on asset allocation. For non-discretionary clients, Obermaier Management provides ongoing investment advice based on its views and recommendations. Obermaier Management may allocate client assets directly to advisers rather than through fund of funds.
Assets Under Management$81M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Obermaier Management's fees are individually negotiated with each client and may vary depending on factors including the proposed allocation among the underlying investment products. Fees are generally billed quarterly in arrears.
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