Great Ocean Road Financial offers tailored investment advisory services, including portfolio management and financial planning. They consider client-specific needs, investment objectives, risk tolerance, and time horizons. They also offer ERISA plan services to qualified and non-qualified retirement plans, acting as a limited scope fiduciary.
Assets Under Management$7.8M
Clients17
Advisors1
Avg. per Client$460K
Avg. per Advisor$7.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Asset management fees are negotiable and may differ from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...