Olympus Peaks Financial manages investment portfolios and offers financial planning and pension consulting services. Olympus Peaks Financial tailors its strategies to each client's goals, time horizon, and risk tolerance, creating a personal investment policy statement for every account. The firm's investment approach utilizes fundamental analysis, modern portfolio theory, technical analysis, and other strategies across various asset classes including mutual funds, stocks, bonds, exchange-traded funds, real estate funds, commodities, options, and private placements. Olympus Peaks Financial acts as a registered investment advisor, legally required to act in your best interest, and provides services primarily to individuals and high-net-worth clients with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. All ongoing portfolio management clients receive a financial plan at no additional fee.