Open Wealth Management (OWM) provides financial planning and manages investment portfolios for clients. OWM allocates client assets among mutual funds, exchange-traded funds (ETFs), exchange-traded notes (ETNs), and individual debt and equity securities. OWM consults with clients to assess their risk tolerance, time horizon, and liquidity needs to create customized investment strategies.
Assets Under Management$1.3M
Clients10
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M - $3.0M | 1.75% |
| $3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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