Overland Advisors is a registered investment advisor that provides investment management, financial planning, and consultation services. Overland Advisors aims to assist clients in building and preserving long-term wealth. The firm is fee-based and does not receive commissions for the sale of securities or insurance products. Client assets are held with independent qualified custodians.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.40% |
| $2.5M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees may be negotiated. If Overland Advisors utilizes an Independent Manager, that manager’s fees are billed separately and in addition to Overland Advisors’ fees. For small portfolios under $12,000 Overland Advisors charges a minimum annual management fee of $150, billed in advance of services (at engagement and annually thereafter).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...