Okemo Capital Management (OCM) offers ongoing investment management services tailored to each client's goals, risk tolerance, and time horizon. OCM creates an investment plan for each client to help select a suitable portfolio. OCM generally invests in mutual funds, equities, bonds, ETFs, real estate, hedge funds, and other securities. Clients can place restrictions on investments, but OCM may terminate the relationship if the restrictions hinder their ability to manage the account.
Assets Under Management$95M
Clients32
Advisors1
Avg. per Client$3M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Qualified investors have the option to pay performance-based fees of 20% of net profits above a high-water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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