OM Investments provides investment management services where they manage client portfolios based on their goals and risk tolerance. They also offer financial planning services covering topics like retirement, investments, education, cash flow, risk management, and estate planning. OM also provides ERISA plan services, acting as a limited scope fiduciary to retirement plans.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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