Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OCM's advisory fee is paid quarterly, based on the market value of assets. Fees can vary based on factors like asset type, complexity, and scope of services. Clients may pay different fees, and similar services might be available from other advisors at lower costs. OCM could agree to a fixed fee arrangement or on a different billing interval.
Areas of Practice
Advisor Information
Office location
830 West Causeway Approach, Suite 1200, Mandeville, LA, 70471
Get directionsRegulatory History
No 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.
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Eugenie owns a custom sewing business, Eugenie New Orleans LLC, specializing in window treatments and children's clothes. She dedicates a few hours per week to this business, none of which occur during trading hours.