Ocean Path Advisors provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Ocean Path Advisors creates an Investment Policy Statement for each client, outlining their current financial situation. Ocean Path Advisors generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and non-U.S. securities, although OPA primarily recommends broadly globally diversified, low cost indexed investments.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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