Olea Advisory Services offers personalized investment management, financial planning, and consulting services to individuals, families, businesses, and trusts. Founded by Rely Hechter, Olea Advisory Services tailors its strategies using a disciplined consultative process, employing both strategic and tactical asset allocation models. Clients can access various investment programs through LPL Financial, including third-party manager programs, model portfolios, and automated robo-advisor solutions. Olea Advisory Services also provides hourly or flat-fee consulting and financial planning to help clients define and achieve their short and long-term financial goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Annualized fees vary up to a maximum of 2.50% depending on the specific LPL program selected. Fees are negotiable.