Onitus Capital provides investment advice and asset management to individuals, trusts, estates, pension plans, and businesses. Onitus Capital creates tailored investment strategies based on client needs and goals. The firm also offers financial planning and consulting services covering investment, retirement, estate, tax, education, and business planning.
Fee Structure
Onitus Capital charges a fee based on a percentage of your portfolio for investment management. The maximum annual fee is 1.50%. Fees are negotiable and are deducted from your account quarterly, either in advance or after the quarter. If Onitus Capital uses a third-party money manager, the maximum annual fee will not exceed 2.75%, in addition to any fees assessed by the third-party manager. The maximum combined fee will not exceed 3.00%. Onitus Capital may also recommend Adhesion, a Turnkey Asset Management Program (TAMP), with a maximum combined fee of 1.75%.