OWA's annual investment advisory fee is negotiable and does not exceed 1.5% of assets under management. Financial planning fees range from $2,550 to $5,000 or $200 to $400 per hour, depending on complexity. A 50% deposit is required before commencing financial planning services. OWA requires a minimum of $250,000 to work with the firm, but this may be waived at OWA's discretion.
24 Waterway Ave, Ste 1400, The Woodlands, TX, 77380-3391
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →