Overture Wealth Management (OWM) offers wealth management (investment management and financial planning) and financial planning services. OWM develops investment plans based on client goals and manages portfolios. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. OWM may recommend other professionals but receives no compensation from them.
Fee Structure
Wealth Management services at Overture Wealth Management include investment management. The firm charges a flat annual fee for these services, ranging from $5,000 to $15,000, paid quarterly. The fee depends on the client's specific needs, complexity, time, research, and resources required. Fees are negotiable.