Old World Financial Advisors offers investment management services, including determining financial objectives, cash flow management, education funding, retirement planning, and estate planning. They manage client portfolios on a non-discretionary basis, using an asset allocation approach based on each client’s investment objectives. They invest in mutual funds, exchange traded funds, stocks, bonds, treasuries, and potentially private funds or real estate investment trusts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.63% |
For Assets Under Management less than $1 Million, a minimum fee of $625 per quarter applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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