OceanIQ Capital offers investment consulting services to help clients meet their financial goals. Services include family office services, comprehensive portfolio management, financial planning, and consulting. OceanIQ Capital also offers retirement plan consulting services to employer plan sponsors. The firm may recommend investments in private funds and special purpose vehicles.
Assets Under Management$210M
Clients297
Advisors4
Avg. per Client$720K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$1.1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.35% |
Fee arrangements are negotiated and specific to each client. Legacy clients will continue paying fees according to their advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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