Obran Capital Advisors (OCA) offers wealth management, which includes investment management and financial planning, and project-based financial consulting. OCA develops personalized investment plans based on client goals and manages portfolios. Financial planning covers areas like cash flow, education, retirement, and estate planning. OCA is a fee-only firm, meaning it only gets paid by its clients for its services.
Assets Under Management$31M
Clients24
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$7.7M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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