Orser Capital Management (OCM) offers investment advisory services to help clients design, implement, monitor, and maintain an investment portfolio. OCM helps clients determine their investment goals, evaluate current assets, determine cash flow needs and investment constraints, and assess risk tolerance. OCM develops an asset allocation strategy and places trades in client accounts. OCM also provides ongoing support and portfolio monitoring.
Assets Under Management$290M
Clients141
Advisors3
Avg. per Client$2.1M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is negotiable and is determined at the time the client signs the investment advisory agreement, and is based on the complexity of each client’s individual situation. Portfolios generally are aggregated by family and are calculated on a cumulative basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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