AO Wealth Advisory provides financial planning and investment management services tailored to each client's needs. Financial planning includes cash flow, education, retirement, investment, risk management, insurance, tax, estate, and business succession planning. Investment management involves creating a portfolio based on the client's objectives. AO Wealth has the authority to make investment decisions without prior approval, and continuously supervises and rebalances the portfolio. Consulting services are also available at an hourly rate.
Assets Under Management$210M
Clients311
Advisors4
Avg. per Client$690K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $750K | 1.15% |
| $750K - $1.2M | 1.00% |
| $1.3M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
All fees are negotiable and there are no account minimums.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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