Oceanside Advisors offers personalized financial planning and investment management. Their services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and legacy planning. Oceanside also uses a third party platform to facilitate management of held away assets such as defined contribution plan participant accounts.
Assets Under Management$190M
Clients253
Advisors4
Avg. per Client$760K
Avg. per Advisor$48M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $10.0M | 1.00% |
| $10M+ | 0.60% |
Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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