Otium Advisory Group (OAG) manages investment portfolios tailored to individual client needs. OAG offers investment advisory services where clients execute trades themselves based on OAG's recommendations. OAG also provides comprehensive financial planning, covering areas like retirement, taxes, insurance, and estate planning. Clients receive ongoing access to a planner for monitoring and updates. OAG may also provide educational seminars.
Assets Under Management$19M
Clients25
Advisors1
Avg. per Client$750K
Avg. per Advisor$19M
Fee Structure
Minimum Annual Fee:$6,000
Otium Advisory Group (OAG) charges a fixed quarterly fee for managing your investments or providing investment advice:
- All Assets Under Management: $1,500 per Quarter
Fees may be negotiable.
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