Oelschlager Investments offers investment management services to investment companies (Towpath Funds) and individuals/small businesses through Separately Managed Accounts. The firm emphasizes long-term investment merits, using a combination of top-down and bottom-up factors to select securities. Separately Managed Account clients can request investment guidelines, but the firm reserves the right to reject restrictions it cannot implement. Oelschlager Investments does not participate in wrap fee programs.
Assets Under Management$63M
Clients22
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3M+ | 0.70% |
Fees can be negotiated based on the amount of discretionary assets under management, as well as employee-related accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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