OwlSense Advisors provides portfolio management on a non-discretionary basis, creating investment strategies based on individual client goals and risk tolerance. OwlSense Advisors also offers pension consulting services, including setting up self-directed retirement accounts for small business owners. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. OwlSense Advisors may direct clients to third-party investment advisors and is compensated via a fee share from those advisors.
Assets Under Management$4M
Clients9
Advisors2
Avg. per Client$440K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...