Assets Under Management
$122.0M
Number of Clients
147
Number of Advisors
1
Average Client AUM
$830K
AUM per Advisor
$122.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Olympus Peaks Financial, LLC offers portfolio management based on client goals and risk tolerance, pension consulting services, and financial planning including investment, insurance, tax, retirement, and college planning. They primarily advise on mutual funds, fixed income, REITs, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
9035 S 1300 E Ste 120, Sandy, UT, 84094