Oliver Lagore Vanvalin Investment Group, INC.
Assets Under Management
$607.1M
Number of Clients
2,368
Number of Advisors
11
Avg. Portfolio per Client
$256K
Avg. Managed per Advisor
$55.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Oliver LaGore VanValin Investment Group (OLV) offers investment advice and wealth management services, focusing on wealth preservation and multi-generational transitions. OLV manages accounts on both discretionary and non-discretionary bases, primarily allocating assets among equities, ETFs, mutual funds, and cash. They also provide financial planning services, addressing estate, tax, charitable, cash flow, and wealth transfer objectives. OLV may use sub-advisors and offers retirement plan advisory services.
Fee Structure
OLV charges a fee based on a percentage of the assets they manage. The maximum annual advisory fee is 1.85%. The specific fees are outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity, and activity. Fees are billed monthly based on the average daily balance. Employees and their family members may be charged a reduced fee.
Areas of Practice
Location
607 East Second Avenue, Suite 100, Flint, MI, 48502