Olympia Advisors provides ongoing asset management services to clients. They work with clients to understand their investment goals, risk tolerance, and financial situation to develop a suitable portfolio strategy. Olympia Advisors uses ETFs, mutual funds, and occasionally individual stocks and bonds to construct portfolios, providing continuous oversight and rebalancing as market conditions change.
Assets Under Management$34M
Clients12
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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