top of page

Owl & Ore Fee Schedule

Clients can choose methods to pay for planning fees.  For clients who prefer to manage their own assets independently of Owl & Ore, a planning fee is assessed based on the client's net worth.  Clients may choose to pay the fee up front or on an monthly basis.

Mountain Lake


For clients who are uncomfortable managing their funds, an investment fee can be assessed based on the amount of assets managed by the firm.  Investment fees are charged monthly and are drawn from the accounts under management.

**Both methods of payment include a holistic review of your financial status, recommendations for your financial goals and proactive reviews of your long term progress.  Fees are negotiable.  Owl and Ore LLC does not offer wrap fees and there may be additional fees for the use of custodians, mutual funds and exchange traded funds.

bottom of page