Oread Wealth Partners offers personalized investment management and ongoing comprehensive financial planning services for individuals, high net-worth individuals, charitable organizations, and corporations. Founded in 2021 and based in Leawood, Kansas, Oread Wealth Partners creates tailored investment portfolios based on Modern Portfolio Theory and a client's personal goals, risk tolerance, and tax considerations. The firm also assists clients by incorporating third-party investment managers, digital wealth platforms, and managing held-away accounts like retirement plans and 529 plans. In addition to portfolio management, Oread Wealth Partners provides ongoing financial planning covering net worth, cash flow, insurance, employee benefits, retirement, college savings, and estate planning. The firm operates with a commitment to acting in the best interest of clients as legally required.
Fee Structure
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% |
Fees are negotiable. The minimum annual fee is $7,000.
