Odiorne Point Asset Management (OPAML) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. OPAML creates an Investment Policy Statement for each client, outlining their financial situation. OPAML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and private placements, although OPAML primarily recommends proprietary models.
Assets Under Management$52M
Clients200
Advisors3
Avg. per Client$260K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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