Oliver Hohermuth is a registered investment advisor at Capview Advisors, LLC., based in Labelle, FL, with 14 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 29 clients with $43M 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 | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Labelle, FL
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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 involved in several investment-related businesses, including Capview Partners, LLC, RSHB S.A., Victorian Tradewinds Investments S.A., Rising Star Financial Advisers, LLC, Rising Star Real Estate, LLC, and RSHB (USA), LLC.
Employment History
Current Registrations
Capview Advisors, LLC.
Previous Registrations
Vontobel Swiss Wealth Advisors AG
Credit Suisse Private Advisors
State Registrations2 states
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