Overwatch Management Group (OWM) provides portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. OWM also offers financial planning, including retirement, college, and estate planning, coordinating with other advisors like CPAs and attorneys. OWM may use model portfolios available through Altruist LLC’s Model Marketplace.
Assets Under Management$1M
Clients60
Advisors1
Avg. per Client$17K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.25% |
Fees are generally negotiable. AUM Fee schedule defines assets under management as all accounts managed by OWM, Overwatch Financial, and Independent Life Group, not limited to just AUM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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