Omar Ezz is a CFP-designated registered investment advisor at Olive Tree Asset Management, based in Northville, MI, with 13 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 19 clients with $11M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Annual fees are negotiable. For clients with $250,000 or more in assets under management, ongoing financial planning may also be provided without incurring an additional fee, which can be waived at OTAM’s discretion.
Fee Estimator
Location
Northville, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Olive Tree Asset Management
Previous Registrations
Blue Chip Partners, INC.
Azzad Asset Management, INC.
New England Securities Corporation
New England Securities Corporation
State Registrations2 states
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