Olive Street Capital Partners LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Olive Street Capital Partners provides investment management services to high-net-worth individuals and family offices, including continuous portfolio analysis, asset allocation, and security selection. Olive Street also offers investment consulting services, providing non-discretionary advice on investments. Olive Street also manages a private investment vehicle, Olive Street Multifamily Fund I.

Assets Under Management$150M
Clients8
Advisors1
Avg. per Client$18M
Avg. per Advisor$150M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee schedule could be subject to negotiation between Olive Street and particular Clients. In the event Olive Street provides such services to multiple related Client accounts that it, in its sole discretion, classifies as a “Relationship,” the market values of the multiple related Client accounts will be aggregated and prorated to minimize fees for the benefit of the Relationship.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Olive Street Capital Partners LLC | TrueAdvisor