Olympus Advisors, LLC

CRD#160851
Investment Advisor Firm

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Overview

Olympus Advisors, LLC operates as an advisory company that has its headquarters in Stamford, Connecticut. The firm controls $5.6 billion in assets under management across four customer accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). Olympus Advisors, LLC has a small team of 18 employees, including 17 financial advisors. Olympus Advisors, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as options, bonds and stocks.

Olympus Advisors, LLC oversees all of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions without needing to seek client permission. The company supervises roughly $1.4 billion for every account. The average advisor at Olympus Advisors, LLC oversees fewer than one client account, making it one of the most individualized firms in the country.

The firm's main office is at Metro Center, Stamford, Connecticut 06902-6800. Olympus Advisors, LLC is legally allowed to serve clients in the state of Connecticut.

Assets Under Management

$5.6 billion

Number of Advisors

17

Disclosures

No

Office Location

Metro Center
Stamford, CT 06902-6800

Olympus Advisors, LLC by the Numbers

Total Assets Under Management

$5.6 billion

National Average: $3.7 billion
Total Number of Employees

18

National Average: 29
Total Number of Accounts

4

National Average: 2,073
Average Account Size

$1.4 billion

National Average: $1.8 million

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Fee Structure

Fees for financial advice typically vary depending on which services the firm provides the client. However, fees billed by the company most likely consist of the following fee structures: asset-based or performance-based. Olympus Advisors, LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm works with pooled investment vehicles. Out of its four clients, Olympus Advisors, LLC's biggest client type is pooled investment vehicles. None of the company's customers are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Olympus Advisors, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA