Oregon Pacific Wealth Management (OPWM) offers investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, business entities, trusts, and estates. OPWM manages portfolios using ETFs and mutual funds, and can manage equity-only portfolios around client restrictions. Financial planning covers goal setting, financial summaries, investment portfolio review, retirement planning, and tax planning strategies. OPWM may recommend third-party investment managers and other professionals like attorneys and accountants.
Assets Under Management$160M
Clients272
Advisors4
Avg. per Client$570K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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