Occidental Asset Management offers investment management and financial planning services to individuals and institutions. Services are tailored to each client's retirement and financial goals. Occidental has the authority to make investment decisions without client consent, but clients can impose restrictions. Occidental may select sub-advisors to manage client assets and monitors their performance.
Assets Under Management$1.1B
Clients908
Advisors12
Avg. per Client$1.2M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $700K | 1.25% |
| $700K - $1.2M | 1.15% |
| $1.2M - $2.2M | 1.10% |
| $2.2M - $3.2M | 1.00% |
| $3.2M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Management Fees will be negotiable in the sole and absolute discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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