FEE ONLY FINANICAL ADVISER

FINANCIAL PLANNING

Hourly engagements typically involve a limited topic, such as guidance on an investment strategy. Our hourly engagements are assessed at the rate of $100 per hour.

Project-based engagements are assessed a fixed fee that ranges from $600 to $1,200. The fee will take into consideration factors such as the complexity of the client’s financial profile, the depth of services to be provided during the engagement, assets and number of accounts that comprise the overall portfolio, estimated time involved in the engagement, among others. A deposit equaling half the quoted fee will be due upon execution of the engagement agreement, and the remaining portion of the fee upon plan delivery.

PORTFOLIO MANAGMENT

Olde World Investments does not require a minimum account size to open or maintain an investment account, nor are there account opening and/or administration fees to initiate our portfolio management services. The portfolio management fee is assessed per the following fee schedules based on the selected investment strategy:

PASSIVE PORTFOLIO MANAGEMENT:

In the passive management portfolio we use only broad based low cost exchange traded funds (ETFs) to structure a client specific portfolio.  This option is good for clients that want optimal returns without paying high fees.

ACTIVE PORTFOLIO MANAGEMENT:

In the active management portfolio we will look at valuations and prospects of different asset classes, industry sectors, and individual securities before structuring a client-specific portfolio.  We invest in individual common stocks that satisfy the following criteria in this portfolio:

  • we understand the economics of the underlying business and the competitive landscape

  • durable competitive advantage

  • honest and capable management

  • an attractive valuation

  • consistent high returns on total assets or return on equity over a long period

  • end markets with positive long-term economic fundamentals

  • low leverage (borrowing)

  • innovative

  • focus on operational excellence

  • delight their customers

  • human resources focused, and

  • opportunities to reinvest retained earnings at high rates of return.

This portfolio is good for clients that already have a large diversified index or mutual fund portfolio but wants exposure to individual stocks or alternative asset classes.

CORE + SATELLITE PORTFOLIO MANAGEMENT:

The Core + Satellite strategy utilizes both passive and active portfolio strategies to tailor a portfolio to the client's needs. This options is good for individuals that still need to build a broad based diversified portfolio but also wants exposure to individual stocks and alternative asset classes.

Please visit the Contact tab above to book a free introductory meeting.