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October Effect Ltd.

Headquartered in VIRGINIA BEACH, VA

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Firm Information

October Effect Ltd. is a financial planning and investment management firm with over 91 million dollars in assets under management. They serve both individuals and high-net-worth clients, and provide a variety of services including financial planning, pension consulting, portfolio management for individuals, and selection of other advisers.

October Effect Ltd.

$91.40M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Referral fees

Branch Locations (3)

OCTOBER EFFECT LTD. has a total of 3 branch locations across the country.

Advisors at October Effect Ltd.

View All 4 Advisors

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Disclosures

There are no public disclosures for October Effect Ltd..

Frequently Asked Questions (7)

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