Oswego Wealth Management provides investment management through discretionary accounts or referrals to third-party investment advisors. They also offer fee-based financial planning and risk management services, including insurance. Oswego Wealth Management works with clients to choose an appropriate asset allocation model based on their goals and risk profile. They utilize diversification and tax management strategies. Clients receive ongoing reviews and are responsible for communicating changes in their financial situation.
Assets Under Management$42M
Clients59
Advisors1
Avg. per Client$700K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable. Clients also pay fees to third-party investment advisors, averaging 0.20% to 1.00% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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