Specializing in index investment management tilted to dimensions of higher expected returns.
Low-cost, fixed annual retainer fees.
OCTO Capital Wealth Management (OCWM) offers low-cost, tax-efficient index investment management and financial planning. OCWM derives its investment strategy from Nobel-prize winning academic research and financial science using portfolios from Dimensional Fund Advisors (DFA), Vanguard and ETF funds, as well as cash equivalents, maturity laddered bond and CD portfolios. Our portfolios aim to capture higher expected returns by tilting exposure to key “factors”, such as company size, value and profitability; without slavishly adhering to an index.
OCTO Capital, LLC is a Registered Investment Advisor, adhering to a Fiduciary standard of practice. The cost of OCTO Capital's services includes investment management and ongoing financial planning. Amounts up to $800k are charged 1% annually, and any amount over $800k is managed for free. Yes, free. This means you will never pay more than $8,000 annually, even if your portfolio is $10 million. For example, if your portfolio is $2 Mil., your cost is 0.4%; $3 Mil. - 0.26%; $5 Mil – 0.16%; $10 Mil. – 0.08%. (No, we didn't forget any zeros). Learn more about our pricing model here. Our recommended account minimum is $500,000 although exceptions may be made.
Daniel Shub, AIF®, RFC® is the founder of OCWM. He is the author of "Simple Steps to Wealth in Retirement" and has been featured on ABC, NBC, Forbes, Bloomberg, FOX, MarketWatch, Kiplinger, CNBC, and Yahoo Finance. We custody assets at TD Ameritrade Institutional. OCWM is located in Bloomfield Hills, Michigan and serves clients locally and nationwide*. We may be reached at 1-248-731-7729 or by e-mail from contact us page. Links to a detailed description of our costs, services and articles on a variety of investment and planning topics are presented below.
Fiduciary Financial Advisor in Michigan, Specializing in Retirement Planning and Low-cost Index Investment Management. Fiduciary Financial Advisor Services in Bloomfield Hills, Troy, Rochester, Auburn Hills, Birmingham, West Bloomfield, Sterling Heights, Commerce, Walled Lake, Beverly Hills, Franklin, Walled Lake, Farmington Hills, Novi, Livonia, Clarkston, Macomb, Ann Arbor, Orion Twp, Clawson, Royal Oak, Southfield, and surrounding areas.