Ollie Grant Private Wealth provides investment advice and manages money for individuals and small businesses. Ollie Grant invests in stocks, bonds, mutual funds, and exchange-traded funds. Ollie Grant focuses on creating tailored strategies that align with each client’s unique financial situation and goals.
Assets Under Management$5.8M
Clients1
Advisors4
Avg. per Client$5.8M
Avg. per Advisor$1.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.95% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...