OverShare Advice and Planning provides financial planning and investment advisory services. They focus on client education and consider investor behavior. OverShare offers wealth management services, including financial planning and investment advisory, which can be engaged separately or together. They also offer Hemispherical Wealth Management, which considers both logical and emotional aspects of money.
Assets Under Management$2.4M
Clients5
Advisors1
Avg. per Client$490K
Avg. per Advisor$2.4M
www.financialservicedirectory.com/texas/frisco/... ·external.friscochamber.com/financial-advisors/o... ·unsplash.com/@overshareadvice
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 | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.99% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.60% |
The advisory fee may vary among different Clients. For Private Alternative Investments: Below $500,000: 0.60%, $500,001 and Greater: 0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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