Odingard Capital Management (OCM) works with clients to understand their financial situation and goals, then creates an investment strategy. OCM primarily uses sub-advisors to manage client accounts, selecting them based on their expertise. OCM also offers consulting services to employee benefit plans, including 401(k) plans. OCM monitors the performance of sub-advisors and investment options.
Assets Under Management$32M
Clients106
Advisors2
Avg. per Client$300K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Relationships with total Assets below $500,000 = 1.25%. When the Account ends any calendar quarter above $500,000, it will be subject to the tiered fee schedule above. Accounts that fall below $475,000 due to withdrawal will be subject to a 1.25% annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...