About OLIVA PARTNERS MANAGEMENT LLC
OLIVA PARTNERS MANAGEMENT LLC is a financial management firm that prides itself on providing expert financial advice to its clients. With years of experience in the industry, the firm has helped numerous individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
OLIVA PARTNERS MANAGEMENT LLC provides a wide range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. The firm’s team of financial experts works closely with each client to develop a customized financial strategy tailored to their unique needs and goals.
Facts and Insights:
Here are some key facts and insights about OLIVA PARTNERS MANAGEMENT LLC:
| Assets Under Management | Number of Advisors | Time in Business |
| $250 million | 10 | 20 years |
Financial Services Offered:
OLIVA PARTNERS MANAGEMENT LLC offers the following financial services:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
Client Types:
OLIVA PARTNERS MANAGEMENT LLC works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Individuals and families
Fees & Compensation:
OLIVA PARTNERS MANAGEMENT LLC charges a percentage of assets under management as their fee. The exact percentage may vary depending on the client’s portfolio size and complexity of their financial situation. The firm is committed to transparency, and all fees are clearly outlined and explained to clients before any agreements are made.
Background:
OLIVA PARTNERS MANAGEMENT LLC was founded in 2000 by John Oliva, a seasoned financial professional with over 30 years of experience in the industry. The firm has grown significantly since its inception and has established a strong reputation for providing reliable and effective financial solutions to its clients.
Financial Advisor Disclosures to Know:
It is essential to note that OLIVA PARTNERS MANAGEMENT LLC is a registered investment advisor. As such, the firm has a fiduciary duty to act in the best interests of its clients at all times. This means that the firm is legally required to put its clients’ interests ahead of its own.
In addition, OLIVA PARTNERS MANAGEMENT LLC does not have any disclosures or disciplinary actions on their record, indicating a clean history of compliance and ethical practices.