Thomas Ogden is a registered investment advisor offering wealth management services, including investment management, financial planning, and related advice. Thomas Ogden works with individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Thomas Ogden creates customized investment strategies based on client goals, risk tolerance, and financial situations. Thomas Ogden does not have authority to make trades without client approval.
Fee Structure
Thomas Ogden offers wealth management services where fees range from 0.85% to 1.2% annually, based on factors like the complexity of services, assets managed, inclusion of financial planning, and the overall relationship. Fees are based on the market value of assets under management at the end of the prior calendar quarter and are paid monthly in arrears. Fees may be negotiable.