Otium Advisory Group manages individually tailored investment portfolios and provides comprehensive financial planning services for individuals. Otium Advisory Group focuses on passive investment management, building diversified portfolios using low-cost index mutual funds and exchange-traded funds based on each client's specific goals, risk tolerance, and time horizon. In addition to investment management, Otium Advisory Group offers ongoing and project-based financial planning covering retirement, taxes, cash flow, estate planning, business consulting, insurance, and college savings. The firm operates as a registered investment advisor based in El Segundo, California, and is led by John Pak, a Certified Financial Planner.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Otium Advisory Group charges a flat fee of $1,500 per quarter ($6,000 annually) for investment management, regardless of portfolio size.
