Assets Under Management
$850.2M
Number of Clients
201
Number of Advisors
N/A
Average Client AUM
$4.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Olympus Wealth Management provides fee-only wealth management, multi-family office services, and private investment consulting plan services. They engage with clients through a four-step process: gather, analyze, implement, and monitor. They offer financial planning and investment management services, coordinating with other professionals like accountants and estate planning lawyers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.35% |
Wealth management fees are negotiable and can be reduced or waived.
6985 Union Park Center, Suite 435, Cottonwood Heights, UT, 84047