Mons Olympus LLC offers investment management services, both discretionary and non-discretionary, using various asset classes like ETFs, mutual funds, and individual securities. They tailor portfolios based on client goals and risk tolerance, and review client's financial history. They primarily recommend passive investment management but may use actively managed funds in certain situations. Clients can choose discretionary or non-discretionary accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual investment management fees may be negotiable. Altruist Cash accounts have a 0.15% annual management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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