Otium Wealth Management (OWM) provides investment management, financial planning, and third-party money manager services to individuals, high-net-worth individuals, families, trusts, retirement plans, and charitable foundations. OWM offers tailored investment advice and manages client portfolios based on market views and financial goals. Financial planning services cover investment, retirement, insurance, tax, education, income, charitable giving, and estate planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Otium Wealth Management offers investment management services for an annual fee based on the value of your portfolio. The maximum annual fee is 1.75%. This fee is deducted from your account monthly.
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