O2 Investments offers investment advice tailored to clients' needs. O2 uses a co-advisor, Creative One Wealth, for back-office support, trading, and report preparation. O2 is responsible for account supervision, portfolio reallocations, and client interaction. O2 uses model portfolios developed by the co-advisor and other registered investment advisors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable based on the complexity of client goals and objectives and level of services rendered. The fee listed includes the compensation received by the portfolio model provider and the co-advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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