Olistico Wealth, LLC

Olistico Wealth, LLC is a financial advisory firm based in Tulsa, Oklahoma, established in April 2021 by principal owner Anthony Scott Jezek. The firm specializes in wealth management services, offering portfolio management tailored to individual client goals, risk tolerance, and time horizons. Their investment strategy focuses on creating diversified portfolios using bonds, equities, ETFs, mutual funds, and alternative investments. Olistico Wealth aims to make investment decisions in line with fiduciary duties, prioritizing client interests over their own. The firm provides financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Additionally, Olistico Wealth offers estate planning services through third-party providers. They limit investment advice to various securities, including mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs. Olistico Wealth charges an annual asset-based fee of up to 2.5% for wealth management services, encompassing portfolio management and financial planning. Fixed fees for standalone financial planning services range from $1,500 to $10,000. The firm requires a minimum account size of $1,000,000, which may be waived at their discretion. Clients have the option to terminate agreements within specific timeframes without penalty. Olistico Wealth does not participate in wrap fee programs and does not accept performance-based fees. The firm's investment strategies include long-term trading, short-term trading, short sales, margin transactions, and options trading. Clients should be aware of the risks associated with these strategies, including potential capital loss. Olistico Wealth employs various methods of analysis such as charting analysis, cyclical analysis, fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis to inform their investment decisions. Overall, Olistico Wealth, LLC operates as a fiduciary, acting in the best interests of its clients and providing tailored wealth management and financial planning services with a focus on risk management and diversification.