Joseph Sharma is a CFA-designated registered investment advisor at Oliver Luxxe Assets LLC, based in Gladstone, NJ, with 13 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 439 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OLA offers investment management services for an annual fee based on the amount of assets managed. This fee varies from 0.30% to 1.00% for fixed income accounts and 0.75% to 2.00% for equity accounts. The annual fee is charged quarterly, in advance, based on the market value of the assets being managed.
Location
10 Lackawanna Ave, Suite 9, Gladstone, NJ, 07934
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oliver Luxxe Assets LLC
Previous Registrations
Systematic Financial Management LP
State Registrations1 state
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