OWM LLC is a registered investment advisor offering discretionary portfolio management and financial planning services. Investment advice is tailored to meet individual client needs and objectives. Financial planning covers a range of topics, from broad-based planning to single-subject consultations. OWM LLC may use sub-advisers and model portfolios.
Assets Under Management$32M
Clients121
Advisors2
Avg. per Client$260K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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