Ornate Investment Managers offers portfolio management for individuals and small businesses, as well as pension consulting services. The firm works with clients to understand their financial situation, goals, and risk tolerance before creating a tailored investment approach. Ornate Investment Managers operates on a non-discretionary basis, meaning they need client approval before executing any investment recommendations.
Fee Structure
Ornate Investment Managers charges a percentage of your portfolio's value for investment management. The exact fee depends on the investment strategy and the amount you invest. For example, the fee for commercial paper, fixed income, and government securities is 1.50% on the first $1 million to $2 million, decreasing to 1.25% for $2 million to $10 million, 1.00% for $10 million to $20 million, and 0.75% for balances above $20 million. These fees are negotiable and may vary from client to client. Legacy clients may have different fee schedules.