Derek Olmo is a CFP-designated registered investment advisor at Tremonte Financial Consultants, based in Traverse City, MI, with 19 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 349 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TreMonte Financial Consultants offers two investment management options:
- Asset Management: The annual fee will not exceed 1.25% of your portfolio, billed monthly.
- Comprehensive Financial Management: The annual fee will not exceed 1.50% of your portfolio, billed monthly.
Fees are negotiable and deducted from your account.
Contact
Derek Olmo
Location
1014 6th Street, Suite 101, Traverse City, MI, 49684
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Derek is a member of TruNorth Group, LLC for cost sharing purposes, dedicating minimal time. He also provides tax and accounting services through TreMonte Tax Solutions, LLC, spending a few hours per week.
Employment History
Current Registrations
Tremonte Financial Consultants
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.