Olivia Kriscunas is a CFA-designated registered investment advisor at Paratus Financial, INC., based in Dallas, TX. Olivia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 88 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paratus Financial manages investment portfolios as part of its comprehensive financial planning engagements. Fees for investment management and planning services are based on hourly rates ranging from $80 to $700 per hour, which are then incorporated into fixed-fee annual contracts negotiated directly with each client.
Location
5220 Mckinney Ave Ste 200, Dallas, TX, 75205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Paratus Financial, INC.
State Registrations1 state
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Exams
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