Owtur Investment Advisors provides investment management services, typically through discretionary account portfolios. They may recommend third-party money managers. Limited financial planning advice is provided as part of the client experience, including investment planning, insurance, tax, retirement, college, and debt/credit planning. Owtur primarily invests in stocks, bonds, mutual funds, and ETFs.
Assets Under Management$9M
Clients1
Advisors1
Avg. per Client$9M
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisors are allowed to lower the fee as they see fit subject to a minimum fee that may be set by Owtur and any selected third-party money manager(s). The chosen fee will be clearly indicated on Exhibit 1 of the Owtur Investment Advisory Agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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