OBN Wealth Advisors offers financial planning services covering cash flow, debt management, college funding, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services. OBN may recommend third-party investment managers. Educational workshops are also offered on various financial topics.
Assets Under Management$14M
Clients42
Advisors1
Avg. per Client$330K
Avg. per Advisor$14M
www.obnwealthadvisors.com ·www.facebook.com/obnwealthadvisors ·www.linkedin.com/company/obn-wealth-advisors
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
There is an annual minimum fee of $1000. For clients with managed assets under $50,000, OBN Wealth Advisors may recommend an hourly fee engagement, or charge a reduced fixed fee, not to exceed 2% of the client’s managed assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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