Overseas Capital Management (OCM) offers investment management services where client portfolios are managed according to their investment goals. OCM primarily advises on stocks, mutual funds, options, and bonds. OCM tailors its advice to each client's individual needs, considering their investment objectives, risk tolerance, and income needs. OCM has discretionary authority to manage client accounts.
Assets Under Management$8.6M
Clients32
AdvisorsN/A
Avg. per Client$270K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 1.05% |
| $5M+ | 0.95% |
Fees may be negotiable. The firm's fees will never be more than 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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