Oldfield Wealth Partners (OWP) provides ongoing portfolio management based on individual client goals and risk tolerance. OWP creates a financial roadmap for each client, outlining their current financial situation. OWP also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. OWP primarily recommends equities but may use other securities to diversify portfolios.
Assets Under Management$110M
Clients93
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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