James Olsen is a CFA, CFP-designated registered investment advisor at Malvern Capital Management, based in Malvern, PA, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133 clients with $260M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees and terms are negotiable on a case-by-case basis. Legacy clients may experience higher fees. If a sub-advisor is used, the total investment management service fee plus sub-advisor fee shall not exceed 2.00% per year.
Fee Estimator
Location
5 Great Valley Parkway, Suite 226, Malvern, PA, 19355
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is a member of the finance committee for St. John's Lutheran Church, a non-profit organization, spending minimal time overseeing the church's finances. He also serves as Treasurer for the Kensworth Open Space Association, a community homeowner's association, dedicating a few hours per week to managing finances.
Employment History
Current Registrations
Malvern Capital Management
Previous Registrations
Onesource Retirement Advisors, INC.
Philadelphia Corporation for Investment Services
Uvest Financial Services Group, INC.
Smart Financial Advisors, LLC
Radnor Financial Advisors, INC.
State Registrations2 states
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.