Origin Wealth Management (OWM) provides investment management and financial planning services to individuals and high net worth individuals. OWM offers ongoing asset management services based on individual client goals, risk tolerance, and objectives. Financial planning services include full financial plans and consultation services covering various financial topics. OWM also offers ongoing financial planning services for continuous support and plan updates.
Assets Under Management$770K
Clients4
Advisors1
Avg. per Client$190K
Avg. per Advisor$770K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.70% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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