Osborne Financial Planning offers financial planning and investment management services to individuals and high net worth individuals. Financial planning services include modular and comprehensive plans covering retirement, education, and major purchases, as well as insurance needs. Investment management services are tailored to meet a client’s financial goals and investment objectives, using no-load mutual funds and select exchange traded funds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees for investment management services are non-negotiable; however, Osborne Financial Planning reserves the right to assess a lesser investment management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...