Olympus Peaks Financial, LLC
Assets Under Management
$122.0M
Number of Clients
147
Number of Advisors
1
Average Client AUM
$830K
AUM per Advisor
$122.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Olympus Peaks Financial, LLC provides portfolio management services based on client goals, objectives, and risk tolerance. They also offer pension consulting services and financial planning, including investment, insurance, tax, retirement, and college planning. Investment advice is generally limited to mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees for portfolio management services are negotiable.
Fee Estimator
For portfolio management, the annual fee is 1.25% on the first $250,000, 1.00% on assets between $250,001 and $1,000,000, and 0.50% on assets above $1,000,001. Financial planning fees are charged hourly, up to $125 per hour, and are negotiable. All ongoing portfolio management clients receive a financial plan at no additional fee.
Areas of Practice
Location
9035 S 1300 E Ste 120, Sandy, UT, 84094