Olympus Capital, LLC offers investment advice and financial planning services to individuals and high-net worth individuals. Olympus Capital provides ongoing investment advice for client assets held in a custodial account. Advice may be discretionary or non-discretionary. The firm primarily advises on equities, exchange-traded funds, and third-party investment advisors. Financial planning is generally provided as part of asset management, but is also available separately for a fee.
Assets Under Management$43M
Clients73
Advisors2
Avg. per Client$590K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. The above fee schedule applies to both retail investors and Pension / Retirement Plan Consulting services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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