Pamela Otten LLC is a registered investment advisor that provides investment advice and wealth coaching to individuals, couples, and business owners. Pamela Otten LLC emphasizes investor education and tailors its services to the individual needs of clients. Pamela Otten LLC offers money management services through sub-advisors, using a Nobel prize-winning academic strategy and Modern Portfolio Theory.
Assets Under ManagementN/A
Clients29
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.30% |
| $3M+ | 0.25% |
Advisory fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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