Klinton Olive is a registered investment advisor at Olive Wealth Management, based in Houston, TX, with 19 years of industry experience. Klinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 50 clients with $64M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
1333 Heights Boulevard, Suite 101, Houston, TX, 77008
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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 →Employment History
Current Registrations
Olive Wealth Management
Previous Registrations
Champion Advisors LLC
Champion Advisors LLC
Capital Management Advisors LP
State Registrations1 state
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.