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Facts and Insights
OLYMPUS CAPITAL MANAGEMENT, LLC is a leading financial management firm that is dedicated to helping clients achieve their financial goals and objectives. With a team of experienced financial experts, the firm provides comprehensive solutions and tailored strategies to meet the unique needs and objectives of each client.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial strategies
- Empowers clients to make informed decisions about their finances
- Offers a wide range of financial services
- Works closely with clients to understand their goals and objectives
- Manages assets efficiently and effectively
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
OLYMPUS CAPITAL MANAGEMENT, LLC offers a diverse range of financial services to help clients achieve their financial goals and objectives. These services include:
- Investment management
- Financial planning
- Tax planning and management
- Estate planning
- Retirement planning
- Education funding
- Insurance
Client Types
The firm serves a wide range of clients, including individuals, families, small business owners, and institutions. No matter the size or complexity of the client’s financial situation, OLYMPUS CAPITAL MANAGEMENT, LLC has the expertise to provide customized solutions to help them achieve their goals.
Fees & Compensation
OLYMPUS CAPITAL MANAGEMENT, LLC believes in transparency and always puts the best interests of its clients first. The firm’s fees are structured based on a percentage of assets under management and are intended to align with the client’s goals and objectives. Additionally, the firm does not receive any compensation for recommending specific investments, ensuring that their recommendations are unbiased and objective.
Background
The team at OLYMPUS CAPITAL MANAGEMENT, LLC is comprised of experienced financial experts who have a deep understanding of the ever-changing financial landscape. With a combined experience of over 50 years in the industry, the team has the knowledge, skills, and expertise to provide sound financial advice and guidance to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, OLYMPUS CAPITAL MANAGEMENT, LLC is required to disclose any important information about its services and fees. This includes any conflicts of interest or disciplinary actions. The firm’s disclosure document, known as Form ADV, is available to the public and can be obtained upon request.