Octavia Investments LLC offers investment portfolio strategies managed by specific advisors. They create an Investment Policy Statement for each client, outlining their current situation and risk tolerance. Octavia Investments offers to create a detailed financial plan to guide portfolio construction and recommends allocations based on individual goals, objectives, time horizon, and risk tolerance. Octavia Investments requests authority to make trades without asking first.
Fee Structure
Octavia Investments charges an annual fee based on the amount of funds you have deposited with them, and the specific investment strategy you choose. The fees are calculated quarterly based on the closing value of your account on the last day of each quarter. The fees are negotiable depending on your needs and the complexity of your situation. Here's a breakdown of the annual fees for different strategies:
- Market Index:
- Up to $499,999: 0.35%
- $500,000 to $999,999: 0.30%
- $1,000,000+: 0.25%
- Active Index & Income:
- Up to $499,999: 0.55%
- $500,000 to $999,999: 0.50%
- $1,000,000+: 0.45%
- Atlas & Unconstrained:
- Up to $499,999: 1.50%
- $500,000 to $999,999: 1.25%
- $1,000,000+: 1.00%