Olhoeft Financial offers financial planning and asset management services. Financial planning includes investment, estate, income tax, retirement, philanthropic, risk management, and budgeting. Asset management involves establishing goals, managing risk, allocating assets, constructing portfolios, and monitoring performance. Olhoeft Financial primarily uses Dimensional Funds Advisors (DFA) for asset management.
Assets Under Management$68M
Clients26
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $30.0M | 0.15% |
| $30M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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