Obsidiant Partners provides investment management and financial planning services. They work with clients to understand their financial situation, risk tolerance, and goals, then develop a Personal Investment Plan. Obsidiant Partners manages investment portfolios on a discretionary basis, and may delegate this authority to a sub-advisor. They also offer consulting services related to cash flow management and operational efficiency.
Assets Under Management$3.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.9M
Fee Structure
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
This is the Standard Private Client Fee Schedule. Fees are negotiable. For accounts above $500k, minimum fee is $4,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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