Ollie Grant Private Wealth provides comprehensive investment advice and money management services, including financial planning, portfolio management for individuals and small businesses, institutional portfolio management, pension consulting, and educational workshops. Ollie Grant Private Wealth focuses on risk management rather than trying to beat the market, investing client assets in stocks, bonds, mutual funds, exchange-traded funds, and U.S. Treasury obligations. The firm operates on a fully remote basis and is led by Founder and Managing Partner Ryan K. Foncannon.
Assets Under Management$12M
Clients1
Advisors2
Avg. per Client$12M
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:None
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% |
Fees are calculated and paid quarterly based on market value at the end of the preceding quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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