Olympia Wealth Management (OWM) provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. OWM offers asset management services where they make investment decisions for you. They also offer financial planning, which includes evaluating your financial situation and creating a plan to reach your goals. OWM also provides services to retirement plans, acting as an advisor to plan sponsors.
Assets Under Management$19M
Clients34
Advisors1
Avg. per Client$540K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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