Octo Capital offers investment advice, portfolio management, and financial planning to individuals, families, and retirement plans. They create customized portfolios using mutual funds and exchange-traded funds, and provide ongoing monitoring, asset allocation analysis, and tax-loss harvesting. Financial planning services, including retirement income planning and tax planning, are available only in conjunction with investment management.
Fee Structure
Octo Capital charges either a fixed annual fee or a percentage of your portfolio for investment and financial advisory services. The fixed fee is negotiated and ranges from $4,000 to $12,000 per year, depending on the complexity and scope of services. Alternatively, they may charge 1.00% to 1.25% of your portfolio per year if a fixed fee is not appropriate.