OpenAir Financial provides investment management and financial planning services. For investment management, OpenAir determines your financial goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial planning covers wills, estate plans, investments, taxes, retirement income, and college planning. OpenAir also holds educational seminars and workshops.
Assets Under Management$280M
Clients1,040
Advisors7
Avg. per Client$270K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for amounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...