Osterweis Capital Management Fees & Minimum

Overview

Headquarters: San Francisco, CA
Total Firm Assets: $7.5 billion
Average High-Net-Worth Client Portfolio Size: $2.9 million
Stated Minimum Account Size: $5,000,000

Fee Disclosure

Source: OCM LLC'S ADV PART 2A 2026 (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$10,000,000	1.25%
$10,000,001	$25,000,000	1.00%
$25,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$62,500	1.25%
$10 million	$125,000	1.25%
$50 million	$462,500	0.92%
$100 million	$837,500	0.84%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 13.19%
Number of High-Net-Worth Clients: 344
Total Client Accounts: 362
Discretionary Accounts: 336
Non-Discretionary Accounts: 26

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 109580

OCM LLC'S ADV PART 2A 2026 (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Osterweis Capital Management