Oldenburg Investment Professionals LLC provides continuous investment advice based on individual client needs. They develop personal investment objectives and manage portfolios accordingly, considering factors like goals, time horizons, and risk tolerance. They also offer financial planning services to current investment management clients as a value-add service, covering areas like personal finances, education, taxes, investments, insurance, retirement, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Oldenburg Investment will quote an exact fee to the client that will be agreed upon prior to entering into a contract with any client. Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm. Legacy Holdings: Oldenburg Investment will charge a minimal administrative fee of 0.1% annually.