Objectivity Squared Wealth Management provides wealth management services to individuals, high net worth individuals, charitable organizations, corporations, and retirement plans. These services include investment management and financial planning. OSWM creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, bonds, and options contracts. They also offer financial planning services covering areas like retirement, education, and insurance needs.
Assets Under Management$490M
Clients181
Advisors4
Avg. per Client$2.7M
Avg. per Advisor$120M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $15.0M | 0.90% |
| $15M+ | 0.80% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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