Orange County Asset Management (OCAM) offers investment advice and financial services, focusing on helping clients build and preserve wealth through asset management strategies. OCAM manages assets on a discretionary basis, making investment decisions without needing client consent for each trade. The firm works with individuals and high-net-worth individuals, considering their risk tolerance and financial goals. OCAM monitors accounts, trades as necessary, and communicates regularly with clients, offering reviews and consultations.
Assets Under Management$2.8M
Clients9
Advisors1
Avg. per Client$310K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 0.50% |
Advisory fees may be negotiable based upon prior relationships, the nature and complexity of the circumstances, as well as related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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