Oh CAP Asset Management is an independent registered investment advisor located in Frisco, Texas, founded in 2019. Operating as a registered investment advisor, the firm acts legally in its clients' best interests and offers personalized wealth management, investment portfolio oversight, and financial planning services. Oh CAP Asset Management specializes in creating tailored strategies covering retirement planning, cash flow analysis, debt management, risk management, employee benefits, education funding, estate planning, and charitable giving. The firm builds portfolios utilizing Modern Portfolio Theory and rigorous quantitative methods. In addition to serving individual investors, high-net-worth clients, and small businesses, Oh CAP Asset Management provides advanced financial analysis and model portfolio consulting to institutional clients such as other registered investment advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | Included |
| $300K - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Schedule represents equity portfolios. Fixed income/mutual fund/ETF portfolios are charged at lower rates (0.50% down to 0.20%). Accounts between $135,000 and $300,000 pay a fixed fee up to $2,700/year. Fees are negotiable.