OceanAir Wealth provides investment management and financial planning services. For investment management, OceanAir determines your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial planning covers topics like retirement, investments, cash flow, and estate planning. You are not obligated to act on OceanAir's recommendations or execute transactions through them.
Assets Under Management$490K
Clients5
Advisors1
Avg. per Client$97K
Avg. per Advisor$490K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable and may be charged as a percentage of the assets under management or as a flat fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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