Obermeyer Wealth Partners provides investment management based on individual client needs and goals. As part of investment management, they offer financial planning services including cash flow analysis, retirement needs, education funding, tax efficiency, charitable giving, estate considerations, and wealth transfer. They also offer access to tax preparation and estate planning document services through unaffiliated businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Obermeyer Wealth occasionally charges a lesser management fee or waives the $1 million client minimum based on certain criteria (e.g., anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, historical relationship, related accounts, account composition, negotiations with client, accounts referred to us by another professional).