Following a Fee-Only Structure
As a fee-based firm, we do not receive any commission and instead are paid directly by you. This helps minimize conflicts of interest and makes it so all recommendations are personalized to your distinct needs.Investment Management Fees
AUM | AUM % |
|---|---|
| First $500,000 | 1.0% |
| $500,000-$1,000,000 | 0.9% |
$1,000,000-$3,000,000 | 0.8% |
$3,000,000-$5,000,000 | 0.75% |
Over $5,000,000 | 0.5% |
Financial Planning
Financial planning fees are calculated on a project by project basis. Fees range between $500 to $1,500. Comprehensive financial planning fees are waived once a client has $250,000 or more in assets under management with Olive Tree.