Obermeyer Wealth Partners
Assets Under Management
$2.6B
Number of Clients
1,015
Number of Advisors
10
Average Client AUM
$2.6M
AUM per Advisor
$260.5M
Compensation
Fee-Only (AUM)
About This Firm
Obermeyer Wealth Partners offers investment management tailored to individual client needs, incorporating financial planning services like cash flow analysis, retirement planning, and estate considerations. They manage approximately $2.6 billion in assets and also offer access to private investment vehicles for eligible clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may be reduced or waived based on certain criteria.
Fee Estimator
Obermeyer Wealth charges an annual investment management fee based on a percentage of your portfolio's value. The fee is calculated quarterly in arrears. The first $10 million is charged at 1.0%, the next $10 million at 0.75%, and additional amounts above $20 million at 0.5%. Obermeyer Wealth prefers a $1 million minimum for investment management services, but this may be waived or reduced based on certain criteria. Clients may also incur brokerage commissions and custodial fees. Additional fees apply for private investments.
Areas of Practice
Location
501 Rio Grande Place, Suite 107, Aspen, CO, 81611