We’re transparent on cost. Fees are agreed and explained clearly before any chargeable work begins and agreed with you in writing, so you always know what you’re paying, when and why.
The initial fees OCM charges are 1% or less and we cap initial fees for clients and will depend on the amount being invested. We often spread that charge so it is taken from growth and not capital. .
The ongoing fees OCM charge our clients range from 0.95% per annum (for clients with AUM below £2.5m to 0.5% per annum for clients with more than £10m of AUM. For larger family office clients we offer bespoke terms based on the services being delivered and breadth of advice being given.
Because we’re independent, our advice isn’t influenced by commission.
