Personal Financial Advice in San Rafael, CA
At Online Capital Management, we provide institutional level investment management and personal financial advice in San Rafael, CA, to individuals at a reasonable cost. Our financial advisors will meet with you regularly to offer custom advice and recommendations tailored to your personal needs and objectives and you don’t have to move your accounts or give up control of your investments.
Lower Fees, High Value
We believe lower fees and lower taxes are the surest paths to better returns. Our fees are negotiated upfront with our clients and are based on what the client needs (financial planning, investment management, corporate benefits advice, etc.). First, we do not charge clients for services they do not use. Second, we reduce the cost of overhead with our innovative use of technology and pass the savings onto our clients all while maintaining an institutional caliber class of financial services and portfolio management.
- A Personal Financial Advisor
- Company Benefit Analysis
- Comprehensive Financial Planning
- Investment Analysis, Advice, and Portfolio Management