Osprey Private Wealth provides investment advice and continuous advice to clients regarding the investment of client funds based on their individual needs. Osprey offers both discretionary and non-discretionary portfolio management services. Osprey also provides wealth management services including financial planning and ongoing investment management, including advice on retirement planning, college funding, estate and tax planning, and insurance analysis.
Assets Under Management$160M
Clients37
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be subject to negotiation based on several factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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