Olivia Papa is a registered investment advisor at Hpa Financial Group, LLC, based in Naples, FL, with 18 years of industry experience. Olivia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1M+ | 1.25% |
Fees may be negotiated based on client type, complexity, account composition, potential for additional deposits, relationship with advisor, and total assets under management.
Fee Estimator
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Olivia has been an insurance agent since 1999, offering insurance products and services to clients. This activity requires minimal time.
Employment History
Current Registrations
Hpa Financial Group, LLC
Previous Registrations
Paragon Investment Advisors Lc
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.