Kyle Krasker is a registered investment advisor at Olivar & Greb Capital Management, LLC, based in Maitland, FL, with 8 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 32 clients with $9.9M 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 | 0.75% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Thematic portfolios & investment management portfolios: Between 0.55% to 0.75% of the value of your portfolio, and between 7% - 15% annual performance fee.
Fee Estimator
Location
Maitland, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Olivar & Greb Capital Management, LLC
State Registrations1 state
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