Olive Tree Asset Management (OTAM) manages investment portfolios based on clients' individual needs and goals. OTAM also offers ongoing and project-based financial planning services, covering areas like retirement, risk management, college savings, and estate planning. For clients with $250,000 or more in assets under management, ongoing financial planning may be provided without an additional fee.
Assets Under Management$11M
Clients19
Advisors1
Avg. per Client$580K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Annual fees are negotiable. For clients with $250,000 or more in assets under management, ongoing financial planning may also be provided without incurring an additional fee, which can be waived at OTAM’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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