Olive Tree Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,533,099
Total clients
19
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$659,637
About
Olive Tree Asset Management is a state-registered, single-advisor independent advisory firm that provides individualized portfolio management and both ongoing and project-based financial planning to households. The firm manages roughly $12.5 million in client assets across a small client base and charges asset-based advisory fees for its services.
The firm develops client-specific investment policies through one-on-one discussions and implements portfolios using fundamental analysis and modern portfolio theory, blending passive and active strategies and individual securities to match client objectives and risk tolerance. Account supervision is generally discretionary with quarterly reviews, and the firm offers holistic planning across topics such as retirement, college savings, cash flow, tax considerations, and estate planning; it may also include held-away account balances when calculating client fees.
Compared with many similarly sized independent advisers, Olive Tree’s practice is notable for serving institutional clients in addition to individuals—providing employee benefit plan services, pension consulting, plan monitoring, and participant education—and accepting plan-asset–based compensation remitted from plan custodians. The firm also discloses that its principal maintains a full-time corporate finance role outside the advisory practice, a capacity detail that may be relevant to prospective clients.
Client services
Expertise
Fee options
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
Main office location
Olive Tree Asset Management
Northville MI, United States
Number of offices
1
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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