PRICING

Olde World Investments is a Fee-Only advisor, therefore we don’t receive sales-related or referral-related compensation.

INVESTMENT MANAGEMENT

Our ongoing investment management service uses an asset under management model (AUM) to charge you the client.  AUM works by transferring your assets to a custodian account that we manage for you.  We make all investment decisions in this account according to your risk tolerance and current financial situation, and we keep a certain agreed-upon percentage of your assets as a fee. Located below is the Annualized Asset-Based Fee schedule.

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