Oliver Capital Management (OCM) offers comprehensive wealth management services, including investment strategies tailored to individual financial goals. OCM uses broadly diversified portfolios of Exchange Traded Funds (ETFs) and a systematic strategy to manage investments. OCM also provides financial planning as part of its wealth management approach, without any minimum net worth requirement or additional fees. OCM primarily uses Fidelity Institutional and Schwab Institutional as third-party custodians for client assets.
Assets Under Management$420M
Clients524
Advisors1
Avg. per Client$810K
Avg. per Advisor$420M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Households that do not meet the $500,000 published account minimum are subject to an additional 0.25% per year management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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