Oswego Private Wealth Management provides investment management, wealth planning, and business transition services to individuals, high net worth individuals, employer-sponsored retirement plans, charitable organizations, entities, trusts, and estates. Oswego Private Wealth tailors its services to each client's individual needs. Investment management is discretionary, meaning Oswego Private Wealth makes investment decisions without client approval. Wealth planning services may include recommendations for portfolio customization, investment strategies, retirement planning, tax optimization, and estate planning. Business transition planning services include creating a comprehensive exit strategy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Advisory fees may be negotiated. Clients may incur additional fees from subadvisors, ranging from 0.20% to 1.05%.