Obar Wealth Management offers investment management services where they manage client funds based on individual needs, and financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance analysis, retirement planning, risk management, and tax planning. Financial planning is offered on a project basis or ongoing. Obar Wealth Management may recommend third-party investment advisors.
Assets Under Management$160K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$160K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
For clients with less than $750,000 in managed assets, the annual fee is $7,500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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