Firm
Olive Tree Asset Management
Northville, Michigan
Fee-only
Facts
| Based in | Northville, Michigan |
|---|---|
| Website | olivetreeasset.com |
| Phone | (248) 962-3207 |
Olive Tree Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Fees range between $500 to $1,500." source
"First $500,000 1.0%" source
"Financial planning fees are calculated on a project by project basis. Fees range between $500 to $1,500." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 10 |
| Financial planning | Offered |
| Form ADV filed | March 22, 2026 |
| SEC record | CRD 311825 |