Olive Tree Asset Management fees and pricing
Financial planner in Northville, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 22, 2026, Olive Tree Asset Management charges a flat or project fee of $500-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$1,500
“The fixed fee can range between $500 and $1,500, depending on complexity and the needs of 7 the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Olive Tree Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
How Olive Tree Asset Management’s fees compare
- Its flat or project fee of $500-$1,500 is below the Michigan median of $3,250. 17% of the 137 other Michigan planners that publish a flat or project fee charge less.
About Olive Tree Asset Management
- Principal: Omar Ezz
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 19
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $12,533,099
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311825
- Phone
- (248) 962-3207
Other planners in Northville that publish fees
- Agile Wealth PartnersNorthville$100-$4,000/mo, $1,200-$50,000/yr
- Asset Architects, LLCNorthville$500-$2,000
- Full Bloom FinancialNorthville$4,000-$8,000/yr
- Pureretire LLCNorthville$210/hr
- Stonebrook Private LLCNorthville$7,500/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.