Oread Wealth Partners manages investment portfolios based on individual client needs and goals. They offer ongoing financial planning services, working with clients to develop and implement financial plans. OWP may use third-party managers for portfolio management services. They also advise on assets held away, such as 401(k)s.
Assets Under Management$17M
Clients21
Advisors1
Avg. per Client$820K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$7,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Annual fees are negotiable. Minimum annual fee for combined service is $7,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
