Olde World Investments offers financial planning services covering cash flow, education funding, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management using active, passive, or Core + Satellite strategies. Olde World Investments does not manage bundled fee programs. Educational workshops are also offered periodically.
Assets Under Management$180K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$180K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
Fee is for Passive Portfolio Management strategy.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...