OLIO Financial Planning offers comprehensive and modular financial planning, investment management, and business consultation services to individuals, families, and business owners. The firm helps clients navigate areas such as retirement planning, tax strategies, estate planning, education funding, cash management, risk management, employee benefits, and divorce planning. OLIO Financial Planning utilizes a core and satellite investment approach, primarily recommending exchange-traded funds, mutual funds, individual stocks, and fixed income securities. Portfolios can be managed on a discretionary or nondiscretionary basis depending on client preference. The firm emphasizes a fiduciary commitment, acting in the best interest of clients without accepting commissions on securities or insurance products.
Fee Structure
OLIO Financial Planning manages investment portfolios on a continuous basis, creating customized investment guidelines based on your goals, risk tolerance, and time horizon. Portfolios are typically built using exchange-traded funds, mutual funds, individual stocks, and fixed income securities. Investment management fees are generally charged as part of the firm's fixed-fee engagements, which range from $500 to $50,000 per year depending on the complexity of your financial profile and portfolio size. Fees are paid in advance in equal quarterly installments.