Obertlik Wealth Management (OWM) offers investment management services to clients, determining investment goals, risk tolerance, and objectives. OWM provides both discretionary and non-discretionary asset management. Investment strategies, investment selection, and asset allocation are based on client-specific factors. Clients may impose restrictions on investments. OWM does not sponsor wrap fee programs.
Assets Under Management$8.6M
Clients16
Advisors1
Avg. per Client$530K
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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