Overson Advisory Group offers portfolio management based on individual client goals and risk tolerance. They create investment plans and select investments. Overson Advisory Group also provides financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. They primarily use mutual funds, stocks, bonds, ETFs, REITs, insurance products, and government securities.
Assets Under Management$22M
Clients131
Advisors1
Avg. per Client$170K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.10% |
| $750K - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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