Advisor at Olive Tree Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Olive Tree Asset Management
Location
Northville, MI
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Omar Ezz is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Olive Tree Asset Management. His prior roles include positions at Blue Chip Partners, General Motors, Accenture Strategy, and Azzad Asset Management. The firm provides investment management and financial planning services to individuals, employer-sponsored retirement plans, charitable organizations, and businesses. Olive Tree Asset Management combines fundamental security analysis with Modern Portfolio Theory, managing diversified portfolios through both passive and active vehicles, and is notable for its work with institutional clients and pension consulting services.
Based on Olive Tree Asset Management
Based on Olive Tree Asset Management
Project-Based Financial Planning fixed fees ranging from $500 to $1,500, negotiable
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Account minimum: $250,000 Fee-only: Investment Management Services tiered fees as above; Project-Based Financial Planning fixed fees between $500 and $1,500
Northville, MI
Michigan · Texas
Olive Tree Asset Management, LLC
2020 - Present (6 years)
Blue Chip Partners
2019 - 2020 (1 year)
General Motors
2017 - 2019 (2 years)
Accenture Strategy
2016 - 2016 (1 year)
University of Virginia
2015 - 2017 (2 years)
Azzad Asset Management
2012 - 2016 (4 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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