Olive Tree Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,533,099
Clients
19
47% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
TypicalAverage 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
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
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
Olive Tree Asset Management has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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