Olistico Wealth, LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They construct portfolios using bonds, equities, ETFs, mutual funds, and alternative investments. Olistico Wealth also provides financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They also offer estate planning services.
Assets Under Management$330M
Clients335
Advisors4
Avg. per Client$970K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Olistico Wealth charges an annual fee based on the value of your portfolio, up to 2.5%. This fee covers both investment management and financial planning services. The exact fee is negotiable and depends on the size and complexity of your account.
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