Olstein Capital Management manages investments for individuals, businesses, and investment companies, primarily focusing on domestic equities. OCM uses an accounting-driven, value-oriented approach, analyzing financial statements to find companies with financial strength and free cash flow selling at a discount. OCM manages separate accounts and offers portfolio advisory services to institutional clients.
Assets Under Management$650M
Clients2
AdvisorsN/A
Avg. per Client$320M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
Fees are subject to negotiation and modification based on the circumstances of the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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