Olma Financial manages investment portfolios based on clients' individual needs and goals. They also offer ongoing and project-based financial planning services, covering areas like retirement, risk management, college savings, and estate planning. Clients work with a planner to develop and implement their plan, which is monitored and updated regularly.
Assets Under Management$4.3M
Clients14
Advisors1
Avg. per Client$310K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$100K
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 - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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