OSBORNE PARTNERS
San Francisco, California
Osborne Partners is a highly reputable investment advisory firm located in San Francisco, CA. With three offices, they cater to a diverse clientele, boasting an impressive portfolio of over 270 individual clients. Managing a substantial $1,998,288,000 in assets, Osborne Partners demonstrates their expertise in wealth management and investment strategies. While their specialization lies in managing high net worth individuals' assets, Osborne Partners also possesses the capability to oversee employer funds, although they represent less than 30% of their total assets under management. An impressive 98% of the assets they manage are ...
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Assets Under Mgmt

$2B

Investment Professionals

15

Locations

2

% 401K & Individual

7%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection of other advisers
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