Oh CAP Asset Management is a fee-only firm that provides personalized wealth management services, including financial planning and investment management. The firm acts as a fiduciary, prioritizing clients' financial well-being. Oh CAP uses market analysis and a sound investment philosophy to create strategies aligned with clients' goals, time horizons, and risk tolerance. They offer both discretionary and non-discretionary portfolio management.
Fee Structure
Oh CAP Asset Management charges a fee based on the value of your portfolio. The fee is calculated as a percentage of the portfolio's value and is charged monthly or quarterly. The percentage decreases as the portfolio size increases. There is a maximum fixed fee for accounts between $135,000 and $300,000. Oh CAP Asset Management offers different fee schedules for equity portfolios and fixed income/mutual fund/ETF portfolios.