Robert Olsen
Robert Olsen is a registered investment advisor at Pinkerton Wealth Partners, based in Chesterfield, MO, with 28 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,152 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinkerton Wealth charges an annual investment advisory fee of up to 2.0% of the assets in your account. The fee is based on the market value of the account, the types of assets held, your financial situation, and trading activity, and is negotiable. Fees are charged quarterly in advance. If Pinkerton Wealth uses its affiliate, Sherman Portfolios, clients may be charged a sub-adviser fee of up to 0.8%.
Location
177 Chesterfield Business Parkway, Chesterfield, MO, 63005
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Regulatory History (1)
Regulatory
January 2007Other Business ActivitiesSells Insurance
Robert is a CPA at Robert Olsen Wealth Group, P.C., spending about half his time on this non-investment related activity. He is also an insurance agent, dedicating about a quarter of his time to insurance sales.
Employment History
Current Registrations
Pinkerton Wealth Partners
Previous Registrations
Robert Olsen Investment Group, LLC
Strategic Financial Advisors, INC.
Terra Securities CorporationBroker
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.