Onus Observer offers investment management where they make investment decisions for you, and financial planning, which includes evaluating your current and future financial situation. Financial planning covers topics like financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation. Onus Observer also provides consulting services to third-party managers.
Assets Under Management$34K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$34K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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