Oew Investment Advisors LP

Fee-Only (% of Portfolio)

OEW Investment Advisors provides investment management services to private funds and separately managed accounts. OEW Investment Advisors uses a long-biased, macroeconomic-based approach, focusing on economic conditions and measurements. The firm's investment process actively strives to produce the best long-term results in the most liquid markets and in the simplest manner possible.

Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable. In some cases, OEW Investment Advisors will enter into performance fee arrangements with certain clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Oew Investment Advisors LP | TrueAdvisor