Ocala Capital offers personalized financial planning and investment management services to individuals, high net worth individuals, estates, charitable organizations, corporations, and business entities. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, business succession and exit strategies, and legacy planning. Ocala Capital also sells fixed insurance products and annuities.
Assets Under Management$15M
Clients132
Advisors3
Avg. per Client$110K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. Real Estate Investment Trusts (REITs) are charged an annual fee of up to 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...