Olympus Peaks Financial (OPFL) offers portfolio management based on individual client goals, including investment strategy, asset allocation, and risk tolerance. OPFL also provides pension consulting services to employee benefit plans. Financial planning covers investment planning, insurance, tax, retirement, and college planning. OPFL generally limits its investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities, venture capital funds or private placements.
Assets Under Management$140M
Clients163
Advisors1
Avg. per Client$870K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.50% |
All ongoing Portfolio Management clients will receive a financial plan at no additional fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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