Keith Olshove
Keith Olshove is a registered investment advisor at Old Mission Investment Company, LLC, based in Traverse City, MI, with 11 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 982 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Old Mission Investment Company charges a fee based on the value of your portfolio, ranging from 0.25% to 1.75% annually. The exact fee is negotiable depending on the size and complexity of your account. Fees are charged quarterly in advance. If you keep a substantial amount of cash in a money market account, Old Mission may make accommodations to keep those assets in a non-fee account.
Location
880 Munson Avenue, Suite B, Traverse City, MI, 49686
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith serves on the investment committee of Old Mission Trust Company, providing trust administration, investment management, and tax management services. This activity is investment-related.
Employment History
Current Registrations
Old Mission Investment Company, LLC
State Registrations1 state
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