E. Magnus Oppenheim & CO. INC.

View SEC Summary

Assets Under Management

$70.4M

Number of Clients

Number of Advisors

Average Client AUM

$791K

AUM per Advisor

$70.4M

Compensation

Fee-Only (AUM)

About This Firm

E. Magnus Oppenheim & Co., Inc. has been providing investment advice for over forty years. The firm specializes in institutional investment research, focusing on fundamental analysis of securities for capital appreciation. They do not engage in risky strategies such as trading, short-selling, or buying on margin.

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,000

Areas of Practice

Investment Management

Location

575 Lexington Avenue / 17th Floor, New York, NY, 10022

1 Advisors at this firm

CFA