OCM Private Wealth offers personalized financial planning and portfolio management services. Financial planning covers areas like estate planning, risk management, and retirement. Portfolio management is tailored to each client's financial situation and goals. OCM Private Wealth may recommend third-party advisors and also provides investment advisory services to private funds and pooled investment vehicles.
Assets Under Management$140M
Clients86
Advisors6
Avg. per Client$1.6M
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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