Oberlin Wealth Partners (OWP) offers customized investment advice and financial planning to individuals, high net worth individuals, trusts, estates, insurance companies, and charities. OWP provides investment management, financial planning, and consulting services. They determine client investment needs by reviewing risk tolerance, financial situation, and investment objectives. OWP may recommend unaffiliated investment managers and will receive a portion of the investment advisory fee for the referral.
Fee Structure
Oberlin Wealth Partners' investment management fees range from 0.75% to 1.50% annually, based on the value of your portfolio. The specific fee depends on the size of your portfolio, the complexity of your financial situation, and the level of involvement required from Oberlin Wealth Partners. For clients in the Managed Accounts Program, total fees range from 0.75% to 3.00% annually, including the program fee and the investment advisory fee of the money manager. Clients with over $5,000,000 in assets may have negotiable fees.