Old Beach Investment Advisors manages investments for clients on a discretionary basis, tailoring their services to meet client investment objectives. They invest in equities, options, debt instruments, ETFs, mutual funds, and money market funds. The firm uses diversification and asset allocation as risk management tools. They primarily serve high-net-worth individuals, corporate pension and profit sharing plans, charitable organizations, and other businesses.
Assets Under Management$66M
Clients5
Advisors2
Avg. per Client$13M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees negotiable above $50 million of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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