Five Oceans Advisors offers investment management and wealth advisory oversight services. Investment management includes determining investment objectives, risk tolerance, and cash flow needs. Wealth advisory oversight includes general financial oversight, retirement planning, tax and cash flow planning, insurance analysis, estate planning, and more. Five Oceans works with other professionals to ensure effective execution of strategies.
Assets Under Management$460M
Clients117
Advisors4
Avg. per Client$3.9M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be higher or lower depending on various circumstances. A fixed fee may be set, which could cause the typical 1.00% to be higher.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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