Ohlmann Investment Advisors offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to guide investment selection. Ohlmann Investment Advisors generally limits its investment advice to mutual funds, equities, bonds, ETFs, real estate, hedge funds, REITs, insurance products including annuities, and government securities.
Assets Under Management$17M
Clients59
Advisors2
Avg. per Client$290K
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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