Olde Wealth Management (OWM) offers investment management services where they make investment decisions for you. They also provide financial consulting, which includes investment advice, financial goal analysis, and retirement planning. OWM works with individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. OWM requires a minimum of $100,000 to open an account, but this may be waived in some situations.
Assets Under Management$380M
Clients315
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$190M
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Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $700K | 1.00% |
| $700K - $2.0M | 0.70% |
| $2M+ | 0.50% |
Advisory fees may be negotiable, and existing clients may be on a different fee schedule. In no case does any client pay Advisory Fees more than 1.00% annually.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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