OIC Financial is a fee-only registered investment advisor offering ongoing and one-time services. Ongoing services include financial planning, financial fitness, and investment management. Financial planning includes upfront and ongoing planning, covering areas like goal setting, net worth assessment, risk analysis, cash flow analysis, and asset analysis. Investment management involves continuous advice on investing client funds based on individual needs and objectives. OIC Financial also offers financial workshops to businesses.
Assets Under Management$4.5M
Clients6
Advisors1
Avg. per Client$760K
Avg. per Advisor$4.5M
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Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Financial Planning Clients pay 0.75% of assets under management. Fees are negotiable. Investment Management clients with $1,000,000 or more in assets under management also receive Financial Planning for free.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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