Owens Investment Advisors (OIA) offers portfolio management based on individual client goals and risk tolerance. OIA creates an Investment Policy Statement for each client. OIA also offers financial planning covering investments, insurance, taxes, retirement, education, and debt. OIA provides business retirement plan services, offering advice on selecting 401k providers.
Assets Under Management$13M
Clients68
Advisors1
Avg. per Client$190K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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