E. Magnus Oppenheim & CO. INC.
Assets Under Management
$70.4M
Number of Clients
89
Number of Advisors
1
Average Client AUM
$791K
AUM per Advisor
$70.4M
Compensation
Fee-Only (AUM)
About This Firm
E. Magnus Oppenheim & Co., Inc. has been providing investment advice to individuals, institutions, trusts, charitable foundations, and pension plans for over forty years. The firm focuses on fundamental, in-depth analysis of securities for capital appreciation. The firm was acquired by Parsonex Enterprises, Inc. in January 2023.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Minimum annual fee of $250.
Fee Estimator
Fees for investment management are based on a percentage of assets under management, payable quarterly, with a $250 minimum annual fee. The quarterly fee is 0.25% of the market value of the account (1.00% annually), but not less than $250 per quarter.
Areas of Practice
Location
575 Lexington Avenue / 17th Floor, New York, NY, 10022