Other Side Asset Management (OSAM) offers investment advice tailored to clients’ needs, including asset allocation strategies using stocks, bonds, mutual funds, and annuities. OSAM also provides financial consulting services such as risk assessment, investment planning, and estate planning. OSAM offers both discretionary and non-discretionary investment advisory services through managed account programs. OSAM may recommend a wrap fee program, but fees will not exceed the standard fee schedule.
Assets Under Management$32M
Clients125
Advisors1
Avg. per Client$260K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees negotiable for accounts greater than $5,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...