Ocotillo Wealth Management offers investment advice and supervisory services. They provide comprehensive financial planning and consulting services, as well as discretionary asset management. Ocotillo may use sub-advisors to manage client assets. They also hold educational seminars and workshops. The firm tailors its services to each client's goals and objectives, and clients can impose restrictions on their investments.
Fee Structure
Ocotillo Wealth Management offers investment management services where they make investment decisions for you. The annual fee will not exceed 1.00% and is negotiable. Accounts within the same household may be combined for a reduced fee. Fees are billed monthly based on the value of your portfolio at the end of each month. Ocotillo may use sub-advisors, which will result in additional fees ranging from 0.30% to 0.75%.