Ogden Asset Management (OAM) offers investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. OAM is a fee-only firm, meaning it doesn't receive commissions. OAM helps clients determine financial objectives, identify financial problems, manage investments, and plan for retirement. The firm does not take custody of client assets; clients maintain control. OAM places trades under a limited power of attorney.
Assets Under Management$4.7M
Clients4
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Ogden Asset Management typically charges a fee based on a percentage of the value of your portfolio. Clients can also arrange to pay a set fee each quarter. The fees are negotiable.
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