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PAAM Fee Calculator
Instructions: Insert the total investable assets to be directly managed by OWM.
Please call for individual pricing
Total Investable Assets:
$
In-house Asset Management
Annual
Quarterly
%
$
$
Investments managed with full discretion by OWM at Charles Schwab Investments
Held-away Asset Management (Limited)
Annual
Quarterly
$
$
Investments managed with full discretion by OWM, held at institution of choice, with limited investment selection. Typically an employer plan with mutual fund ONLY investment options.
Held-away Asset Management (Custom)
Annual
Quarterly
$
$
Investments managed with full discretion by OWM, held at institution of choice, with diverse or unlimited investment choices. Investment options include mutual funds, ETFs, and or individual securities.
The service description and fee schedule can found in the disclosure form ADV part 2.
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