Andrew Abramson is a registered investment advisor at Olympus Capital, LLC, based in Richardson, TX, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Investment Management, and 1 more. Their firm serves 73 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. The above fee schedule applies to both retail investors and Pension / Retirement Plan Consulting services.
Fee Estimator
Location
3400 North Central Expressway, Suite 110-259, Richardson, TX, 75080
Get directionsHistory
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
Andrew is a managing partner with a 30% ownership stake in North Texas Warriors Select Sports, a youth basketball program, dedicating a few hours per week. He also has a role at Rose Capital Advisors, a holding company, but currently has no responsibilities or duties.
Employment History
Current Registrations
Olympus Capital, LLC
Previous Registrations
La Capital Wealth Management
Wealth Watch Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.