HO
CFA
HO
CFA

Hans Olsen

19 Years of Experience
Greenwich, CT

Hans Olsen is a CFA-designated registered investment advisor at Brooklands Partners, LLC, based in Greenwich, CT, with 19 years of industry experience. Hans operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

The annual fee is negotiable. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are inclusive of the total fee disclosed by Brooklands.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Greenwich, CT

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brooklands Partners, LLC
August 2025 - Present · 9 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
December 2015 - May 2018 · 2 yrs 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2015 - May 2018 · 2 yrs 5 mos
Barclays Capital INC.
August 2011 - December 2015 · 4 yrs 4 mos
Barclays Capital INC.Broker
July 2011 - December 2015 · 4 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2008 - June 2011 · 2 yrs 8 mos
J.P. Morgan Securities INC.Broker
August 2008 - October 2008 · 2 mos
Bingham Legg Advisers LLC
June 2003 - June 2007 · 4 yrs
Emerson Investment Management INC
January 2000 - May 2003 · 3 yrs 4 mos
Sbci Swiss Bank Corporation Investment Banking INC.Broker
December 1987 - December 1989 · 2 yrs
State Registrations2 states
CTME
Advisor

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
No exam information available for this advisor.
Hans Olsen - Financial Advisor | TrueAdvisor