Oliveira Wealth, LLC offers investment advisory services to individuals and other clients. These services include creating and managing investment portfolios, and providing financial planning and consulting. Financial planning covers areas like retirement, estate, tax, education, and real estate. Oliveira Wealth also offers retirement plan consulting to employer plan sponsors. As a fiduciary, Oliveira Wealth aims to act in the client's best interest.
Assets Under Management$330M
Clients1,032
Advisors2
Avg. per Client$320K
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
Oliveira Wealth offers asset management services where they create and manage a portfolio for you. The maximum annual fee for this service is 1.50%. The fee is calculated monthly based on the value of your account. The fee is negotiable.
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