Octavia Wealth Advisors offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, institutions, retirement plans, and state-municipal entities. Octavia manages investments using proprietary models consisting of ETFs, mutual funds, and individual stocks and bonds. Financial planning services include investment planning, retirement planning, personal savings, education savings, and insurance needs. Octavia may recommend independent managers or sub-advisors.
Fee Structure
Octavia Wealth Advisors charges an annual fee based on the value of your investments, up to 2.00%. The exact fee depends on the complexity of the services, the amount of assets managed, and your overall relationship with Octavia. Fees are paid quarterly, in advance. The fee may be negotiable. If Octavia recommends an independent manager, the total blended fee will not exceed 2.25% annually.