Assets Under Management
$114.1M
Number of Clients
237
Number of Advisors
2
Average Client AUM
$481K
AUM per Advisor
$57.0M
Compensation
Fee-Only (AUM)
Open Source Investments provides asset management advisory services for individuals, trusts, foundations, and corporations on a discretionary or non-discretionary basis. They use various financial instruments and may obtain services from other registered investment advisers. They also manage held away accounts using Pontera.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable in some circumstances. This is for the AMF - Allocation and Managed Funds program.
LA, United States