Overview
- Headquarters
- Charleston, SC
- Total Firm Assets
- $488 million
- Average High-Net-Worth Client Portfolio Size
- $6.0 million
Fee Disclosure
Source: OSWM WRAP FEE BROCHURE (2025-03-20)
· View brochure text
Latest filing: OSWM FORM ADV PART 2A (2026-03-05)
· View brochure text
Latest filing: OSWM WRAP FEE BROCHURE (2026-03-05)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $10,000,000 | 1.00% |
| $10,000,001 | $15,000,000 | 0.90% |
| $15,000,001 | and above | 0.80% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $425,000 | 0.85% |
| $100 million | $825,000 | 0.82% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 67.49%
- Number of High-Net-Worth Clients
- 55
- Total Client Accounts
- 1,003
- Discretionary Accounts
- 1,003
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 311052
- OSWM FORM ADV PART 2A (2026-03-05) · View brochure text
- OSWM WRAP FEE BROCHURE (2026-03-05) · View brochure text
- OSWM WRAP FEE BROCHURE (2025-03-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗