Olga Mavrody is a registered investment advisor at Olma Advisors, based in Los Gatos, CA, with 6 years of industry experience. Olga operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14 clients with $4.3M 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 | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Location
459 Monterey Avenue, Suite 207, Los Gatos, CA, 95030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Olga is the president of Olga Mavrody, Inc. (DBA OLMA Tax), where she provides tax planning and compliance services, dedicating about 30-35 hours per week. She is also the president of OMR Inc., a company providing administrative support to businesses and investments, dedicating minimal time to this role.
Employment History
Current Registrations
Olma Advisors
State Registrations1 state
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