James Olson
James Olson is a CFP-designated registered investment advisor at Western Wealth Management LLC, based in Golden, CO, with 42 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 11,253 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.
Fee Estimator
Location
14143 Denver Pkwy.,, Ste 450, Golden, CO, 80401
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2008Customer Dispute
April 2004Other Business Activities
James is a sole proprietor and owner/partner of a rental home. He spends a few hours per week on this activity outside of business hours.
Employment History
Current Registrations
Western Wealth Management LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Matthew Cichocki, CFPWestern Wealth Management LLC
- Benjamin JenningsWestern Wealth Management LLC
- Michael ColemanWestern Wealth Management LLC
- Steven EhnstromWestern Wealth Management LLC
- Adam Hall, CFPWestern Wealth Management LLC
- Christopher Bruhl, CFPWestern Wealth Management LLC