Oceanus Research offers investment management services, typically managing client portfolios on a discretionary basis. They help clients determine financial objectives and identify financial problems. Oceanus Research invests in various sectors and securities, including mutual funds, ETFs, stocks, bonds, treasuries, and REITs. Investment decisions are based on a personalized understanding of each client’s investment objectives.
Assets Under Management$3M
Clients5
Advisors1
Avg. per Client$600K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.50% |
Incentive fees are also charged at 20% of the return above 5% annually for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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