Olivia Baffour
Olivia Baffour is a registered investment advisor at Captrust, based in Greenville, SC, with 1 years of industry experience. Olivia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
Greenville, SC
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Regulatory History (1)
Financial
May 2017Other Business ActivitiesSells Insurance
Olivia works as a server at the Greenville Marriott, dedicating minimal time. She is also a board member and treasurer for GirlUp GVL, a youth enrichment program, spending minimal time. Finally, Olivia works full-time as a New Business Case Manager/Underwriter at CAPTRUST, handling new insurance business.
Employment History
Current Registrations
Captrust
M Holdings Securities, INC.Broker
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.