Geraldo Olivo is a CFP-designated registered investment advisor at Bogart Wealth, LLC, based in Houston, TX, with 7 years of industry experience. Geraldo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,329 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.43% |
| $100K - $250K | 1.32% |
| $250K - $500K | 1.21% |
| $500K - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.99% |
| $5.0M - $10.0M | 0.82% |
| $10M+ | 0.55% |
Fees may be negotiable based on client's needs and relationship with Bogart Wealth.
Fee Estimator
Location
800 Gessner, Suite 350, Houston, TX, 77024
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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 →Employment History
Current Registrations
Bogart Wealth, LLC
Previous Registrations
Focus Partners Wealth, LLC
Buckingham Strategic Wealth, LLC
Fca CORP
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Willis Johnson & Associates, INC.
Fsc Securities CorporationBroker
State Registrations1 state
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