Olivehurst Advisors provides investment management services on a discretionary basis, creating and managing portfolios based on client goals and risk tolerance. They also offer personal and business financial planning services, covering areas like cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Olivehurst Advisors is a fee-only firm, meaning they only get paid by their clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3M+ | 0.50% |
The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period. The advisory fee is a blended tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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