The Olympia Group (The OG) offers portfolio management services to individuals based on their financial goals and risk tolerance. The OG creates an Investment Policy Statement for each client. The OG also provides research support services to other registered investment advisors, including in-depth analysis of individual securities and macroeconomic insights. The OG does not exercise investment discretion or place trades for these advisors.
Assets Under Management$21M
Clients4
Advisors1
Avg. per Client$5.3M
Avg. per Advisor$21M
www.theolympiagroup.com ·www.linkedin.com/company/the-olympia-group-llc ·www.linkedin.com/in/jonathandudzinski
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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