Olson, Cross & Alamo Advisors (OCA) offers investment management and advice to high net-worth individuals, and in limited cases, retail individuals. OCA works with clients to determine their financial goals and objectives, reviewing their financial status, risk tolerance, and time horizon. OCA provides investment advice on a discretionary or non-discretionary basis, considering a wide range of investment products. OCA is legally required to act in your best interest and not put their interest ahead of yours.
Assets Under Management$56M
Clients61
Advisors1
Avg. per Client$910K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
OCA's fee for managing your investments is a percentage of the value of your portfolio, and it's individually negotiated with each client. The fee is deducted from your account quarterly.
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