Question 1

Who is Oceangate Investment for?

Accepted Answer

We work with executives, entrepreneurs, professionals and multi-generational families with $1,000 to $500M+ in investable assets. Our services scale from retirement accounts to full family-office coverage.

Question 2

How do I open an account?

Accepted Answer

Create an account online in under three minutes. Verify your identity, fund your account and — for accounts above $250K — you will be introduced to a dedicated senior advisor within one business day.

Question 3

What are your fees?

Accepted Answer

Managed portfolios begin at 0.85% of assets under management for accounts under $500K and step down to as low as 0.35% at higher tiers. Real estate and private-market investments carry per-deal terms disclosed in each offering memorandum.

Question 4

Are my assets safe?

Accepted Answer

Client assets are held with leading third-party custodians (including institutional prime brokerages and qualified digital-asset custodians). Oceangate never takes custody of client funds directly. Cash sweeps carry FDIC coverage up to the applicable limits.

Question 5

How do deposits and withdrawals work?

Accepted Answer

Deposits can be made by bank wire, ACH, card or approved cryptocurrency. Every deposit and every withdrawal is reviewed and approved by our operations team to protect against fraud. Approvals are typically completed within one business day.

Question 6

What returns can I expect?

Accepted Answer

Portfolio returns depend on strategy, market conditions and time horizon. Past performance is not indicative of future results — please review our disclaimer. Your advisor will provide realistic, risk-adjusted projections for your specific plan.

Question 7

Can I invest in real estate through Oceangate?

Accepted Answer

Yes. We offer curated Class-A commercial, multifamily, hospitality and waterfront developments through private REITs, syndications and direct co-investments alongside seasoned sponsors — with minimums starting at $25,000.

Question 8

Do you offer retirement accounts?

Accepted Answer

We support Traditional, Roth, Rollover, SEP, and Solo 401(k) plans, plus corporate retirement plan advisory for founders and executives.

Question 9

How do I reach my advisor?

Accepted Answer

Once assigned, your advisor is available by email, phone and secure message. Wealth-management clients receive quarterly portfolio reviews and an annual planning session.

Question 10

Is Oceangate regulated?

Accepted Answer

Yes. Oceangate Investment operates as an SEC-registered investment adviser (RIA), held to a fiduciary standard requiring us to act in our clients' best interests at all times.

Frequently asked questions.