Bradley Olson is a PFS-designated registered investment advisor at O2 Investments LLC, based in Centerville, OH, with 18 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable based on the complexity of client goals and objectives and level of services rendered. The fee listed includes the compensation received by the portfolio model provider and the co-advisor.
Fee Estimator
Location
8075 Washington Village Drive, Centerville, OH, 45458
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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 →Employment History
Current Registrations
O2 Investments LLC
Previous Registrations
Foundations Investment Advisors LLC
Olson & Wilson Private Capital LLC
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
Global Financial Private Capital, LLC
Foundation Advisors, LLC
Usallianz Securities, INC.
New England Securities Corporation
State Registrations1 state
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