Oikonomos Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,200⁠-⁠$4,800

“The negotiated fixed rate for creating client financial plans is between $1,200 and $4,800.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Oikonomos Asset Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Interactive Brokers collects fees from clients daily, in arrears.”
• “Clients may terminate the agreement without penalty for a full refund of OikoAM's fees within 6 five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of OikoAM’s fees, within five business days of signing the Financial Planning Agreement.”

How Oikonomos Asset Management, LLC’s fees compare

• Its flat or project fee of $1,200-$4,800 spans the Michigan median of $3,250. 45% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Oikonomos Asset Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

3

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$104,167

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322120

Phone

(248) 655-7891

Other planners in Michigan that publish fees

• 320 Life Financial PlanningHolland$250/hr
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• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

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