Olivar & Greb Capital Management provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Financial planning services cover retirement, cash flow, investments, education funding, insurance, and estate considerations. Financial planning is included for portfolio management clients, but is also offered as a standalone service.
Assets Under Management$9.9M
Clients32
Advisors2
Avg. per Client$310K
Avg. per Advisor$5M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Thematic portfolios & investment management portfolios: Between 0.55% to 0.75% of the value of your portfolio, and between 7% - 15% annual performance fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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