Olympic Financial Advisors manages investment portfolios and provides financial planning to individuals, high net worth individuals, foundations, nonprofits, and corporations. They develop personalized investment plans based on clients' goals, risk tolerance, and time horizon. Financial planning covers cash flow, college savings, employee benefits, investments, and retirement.
Assets Under Management$52M
Clients51
Advisors1
Avg. per Client$1M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K+ | 0.70% |
Fees may be negotiable based on the nature and complexity of the client’s account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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