Donald Olson is a registered investment advisor at Resolve Capital Management LLC, based in Sioux Falls, SD, with 29 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 89 clients with $42M 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 $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Fees are negotiable based on various factors.
Fee Estimator
Location
3500 S Phillips Avenue, Suite 200, Sioux Falls, SD, 57105
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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
Resolve Capital Management LLC
Previous Registrations
Resolve Capital Management LLC
Raymond James & Associates, INC.
Morgan Stanley
State Registrations1 state
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