OZ Wealth Management provides investment advice and manages assets for individuals and small businesses. OZ Wealth creates custom portfolios using exchange-traded funds (ETFs), mutual funds, individual bonds and stocks, and real estate securities. OZ Wealth tailors its services to each client's goals, risk tolerance, and long-term expectations.
Assets Under Management$38M
Clients31
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.65% |
| $8M+ | 0.60% |
Fees are negotiable at the sole discretion of OZ Wealth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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