Oasys Wealth offers automated investment management through an online platform. The firm uses algorithms to create customized portfolios based on a client's age, risk tolerance, income, and assets. Oasys Wealth primarily recommends equities, but may also use fixed income securities and ETFs. Clients cannot impose restrictions on investments based on their values or beliefs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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