James Olson
James Olson is a CFP-designated registered investment advisor at Olson Wealth Management, INC., based in Sarasota, FL, with 32 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 51 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable.
Fee Estimator
Location
Sarasota, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business Activities
James serves as a property manager for a family-owned real estate partnership, acts as a trustee for multiple trusts, and operates Olson Wealth Management, Inc. as both a DBA for his LPL business and a Registered Investment Advisor, dedicating a significant portion of his time to the latter.
Employment History
Current Registrations
Olson Wealth Management, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
NationssecuritiesBroker
State Registrations17 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.