Point Olema offers financial advice and manages investment portfolios for individuals, family offices, and institutional investors. Point Olema manages client assets through managed advisory accounts and affiliated investment vehicles. Point Olema uses a "manager of managers" approach to invest in other privately offered pooled investment funds and asset classes. Point Olema aims to customize its advisory account portfolios.
Assets Under Management$2B
Clients27
AdvisorsN/A
Avg. per Client$76M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Point Olema may waive or reduce the management fee for any client without offering such waivers or rebates to other clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.