Olive Branch Capital (OBC) offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. OBC also provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. Managed accounts are available to individuals, with discretionary and non-discretionary options. OBC may recommend a wrap fee program. They may use a third-party platform to facilitate discretionary management of held away assets such as defined contribution plan participant accounts.
Assets Under Management$130M
Clients136
Advisors2
Avg. per Client$960K
Avg. per Advisor$66M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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