Oceanis Financial Advisors (OFA) offers investment advice and manages portfolios for individuals and small businesses. OFA also provides financial planning services. OFA allocates investments among cash, stocks, mutual funds, and bonds to meet client objectives. Clients can place restrictions on investments. OFA's investment strategies include long-term and short-term purchases, trading, and option writing.
Assets Under Management$220M
Clients78
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $25.0M | 1.25% |
| $25M+ | 1.00% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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