Osage Pacific Advisors provides investment management through individual or pooled accounts and offers financial planning services. Investment decisions are based on asset allocation and security evaluation. Financial planning includes retirement, education, insurance, cash flow/savings, and estate planning. Osage manages accounts on a discretionary basis.
Assets Under Management$2.6M
Clients6
Advisors3
Avg. per Client$430K
Avg. per Advisor$850K
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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