Oliver Luxxe Assets (OLA) provides financial planning, investment consulting, and investment portfolio management services. OLA manages client investment portfolios on a discretionary basis, allocating assets among debt and equity securities, fixed income securities, mutual funds, and exchange-traded funds (ETFs). OLA tailors its advisory services to meet the needs of individual clients.
Assets Under Management$860M
Clients439
Advisors7
Avg. per Client$2M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
OLA offers investment management services for an annual fee based on the amount of assets managed. This fee varies from 0.30% to 1.00% for fixed income accounts and 0.75% to 2.00% for equity accounts. The annual fee is charged quarterly, in advance, based on the market value of the assets being managed.
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