Oikonomos Asset Management (OikoAM) offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. OikoAM creates an Investment Policy Statement for each client. OikoAM also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. OikoAM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, commodities and non-U.S. securities.
Assets Under Management$100K
Clients3
Advisors2
Avg. per Client$35K
Avg. per Advisor$52K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.18% |
| $250K - $500K | 1.13% |
| $500K - $1.0M | 1.06% |
| $1.0M - $2.5M | 0.99% |
| $2.5M - $5.0M | 0.89% |
| $5.0M - $10.0M | 0.79% |
| $10M+ | 0.74% |
For short-term income and cash management, the annual fee is 0.50% for portfolios over $100,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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