Oliver Lennox is a registered investment advisor at Daceyholden Management, LLC, based in Fort Lee, NJ, with 9 years of industry experience. Oliver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $22M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable based on strategy or account size.
Fee Estimator
Location
One Bridge Plaza North, Suite 675, Fort Lee, NJ, 07024
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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 Activities
Oliver is a sponsor, general partner, or managing member of Dacey Holden, LLC. He is also a managing partner of DaceyHolden Alternative LLC, a registered commodity trading advisor.
Employment History
Current Registrations
Daceyholden Management, LLC
State Registrations3 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.