Olympus Wealth Management, LLC
Assets Under Management
$850.2M
Number of Clients
201
Number of Advisors
N/A
Average Client AUM
$4.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Olympus Wealth Management provides fee-only wealth management, multi-family office services, and private investment consulting. They engage with clients through a four-step process: gather, analyze, implement, and monitor. They tailor solutions for clients by constructing an investment strategy to meet their needs and risk tolerance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.35% |
Wealth management fees are negotiable and can be reduced or waived.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). Fees are billed monthly in arrears based on the market value of your managed assets. Fees are negotiable and can be deducted from your account. The minimum fee for wealth management services is $14,000 annually, but this can be waived. Multi-family office services are provided for a negotiated flat monthly fee. Private investment consulting plan services are charged an annual percentage fee that is negotiated with each client.
Areas of Practice
Location
6985 Union Park Center, Suite 435, Cottonwood Heights, UT, 84047