Olive Tree Ridge Investment Advisors (OTRI RIA) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. OTRI RIA creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. OTRI RIA primarily recommends ETFs, but may use other securities to diversify portfolios. OTRI RIA requires authority to make trades without asking first.
Assets Under Management$18M
Clients10
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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