Opportunity Cost Investors (OCI) manages investments for individual investors seeking long-term growth. OCI uses a value investing strategy, focusing on high-quality businesses trading at low prices. OCI does not tailor advice to individual needs and clients cannot restrict investments. OCI invests primarily in publicly traded stocks.
Assets Under Management$53K
Clients7
Advisors1
Avg. per Client$7.5K
Avg. per Advisor$53K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3K | 0.77% |
| $3K - $5.0M | 0.50% |
| $5M+ | 0.49% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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