Olga Okaty is a registered investment advisor at Centerpoint Advisors, LLC, based in Needham, MA, with 17 years of industry experience. Olga operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 491 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centerpoint Advisors charges an annual fee based on a percentage of the value of your investments. The fee varies from 0.40% to 1.50% (or up to 2.0% for select accounts managed by third party money managers). The exact fee depends on the amount of assets managed, the asset allocation, and the scope of services you need. There is a $30,000 minimum annual fee, which may make the service impractical for smaller accounts.
Location
175 Highland Avenue, Suite 302, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Olga is involved in financial planning and wealth management at Centerpoint Advisors, LLC, an investment-related business. This activity is full-time.
Employment History
Current Registrations
Centerpoint Advisors, LLC
Previous Registrations
Wood (arthur W.) Company, INC.Broker
Detwiler Fenton Wealth Management INCBroker
National Asset Management, INC.
National Securities CorporationBroker
State Registrations1 state
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.