Olesky Capital Management provides investment management services. They meet with clients to understand their investing experience, goals, and risk tolerance. Olesky Capital designs portfolios to fit the client's desired balance of return and risk. They discuss portfolio performance over time, including during periods of market stress. The firm holds annual discussions with clients to determine if their objectives or needs have changed.
Assets Under Management$53M
Clients19
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.65% |
Fees are negotiable based on the size and complexity of the account(s).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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