Daniel Olson is a CFA-designated registered investment advisor at Olson Tax & Financial Planning, based in Forest Hills, NY, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.30% |
| $2M+ | 0.25% |
Fees are negotiable. Minimum annual fee is $3,000.
Fee Estimator
Location
Forest Hills, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Olson Tax & Financial Planning
State Registrations1 state
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