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Consult on Major Decisions: Home Buying, Kids, Changing Jobs, Retirement

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Insurance/Risk Review

Employee Benefits Review

Education Planning for Children

Estate Planning

For Ongoing Comprehensive Wealth Management


Investments Under OWP’s Management	Fee
First $0 – $500,000	1.25%
Next $500,000 – $1mil	1%
Next $1mil – $2mil	0.90%
Next $2mil – $3mil	0.80%
Next $3mil – $4mil	0.70%
Next $4mil – $5mil	0.60%
Next $5mil+	0.50%

Our Minimum Investment Level is $500,000 for Ongoing Comprehensive Wealth Management

Clients under $500,000 can pay an additional fee to engage in our Comprehensive Services

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Investment Management

Investment Management +

Consult on Major Decisions: Home Buying, Kids, Changing Jobs, Retirement

Retirement Projections

Tax Planning

Budgeting & Debt Management

Insurance/Risk Review

Employee Benefits Review

Education Planning for Children

Estate Planning

We focus on One thing: helping you achieve your life goals by building wealth

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