Osgood Capital Management (OCM) offers investment advice tailored to clients' needs, including asset allocation strategies using stocks, bonds, mutual funds, and annuities. OCM also provides financial planning services such as risk assessment, investment planning, and estate planning. OCM manages investment accounts on both a discretionary and non-discretionary basis.
Assets Under Management$36M
Clients116
Advisors1
Avg. per Client$310K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The advisory fee ranges up to 2.00% per annum. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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