Olimpio Neu & Associates is an independent investment advisory firm that provides personalized investment management and financial planning services to individuals, high-net-worth families, trusts, and businesses. Founded in 1998 and based in Frisco, Texas, the firm builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative strategies tailored to each client's specific risk tolerance and goals. Olimpio Neu & Associates offers both discretionary management, where the firm makes trades on the client's behalf, and non-discretionary management, along with standalone financial analysis covering retirement, tax planning, cash flow, estate considerations, and insurance needs. The firm emphasizes diversification, patience, and tax-efficient investing, and is legally required to act in your best interest as a fiduciary.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be adjusted up or down based on complexity and are negotiable in some instances.