Olimpio Neu & Associates (ONA) offers investment management, investment advisory services, and financial planning. Investment management includes creating and managing portfolios based on a client's personal investment policy. Financial planning involves analyzing financial data, identifying needs, and evaluating options. ONA manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$77M
Clients73
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable in some instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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