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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
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.