Ossia Investment Management (OSSIA IM) offers non-discretionary investment advisory services to clients, tailoring investment strategies to their individual goals, risk tolerance, and time horizon. OSSIA IM creates an Investment Policy Statement for each client to guide investment decisions. They also offer family, wealth, and consulting services. OSSIA IM may refer clients to other financial services companies but does not take responsibility for their services.
Assets Under Management$85M
Clients5
Advisors1
Avg. per Client$17M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.35% |
| $100.0M - $500.0M | 0.20% |
| $500M+ | 0.13% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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