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David Olson

Fifth Third Wealth Advisors LLC
23 Years of Experience
Atlanta, GA
View SEC Summary
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David Olson is a registered investment advisor at Fifth Third Wealth Advisors LLC, based in Atlanta, GA, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,498 clients with $7.8B in assets under management.

Fifth Third Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
1,498 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$7.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+0.60%

Rates shown are for accounts holding equity, cash, and mixed assets. Fixed income and cash-only accounts are charged 0.50% up to $5M and 0.375% over $5M. All accounts are subject to a $7,500 minimum annual fee. Fees are negotiable.

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

3333 Piedmont Rd, NE, Atlanta, GA, 30305

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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
Fifth Third Wealth Advisors LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Fifth Third Securities, INC.
February 2019 - December 2020 · 1 yr 10 mos
Fifth Third Securities, INC.Broker
January 2019 - December 2020 · 1 yr 11 mos
Cetera Investment Advisers LLC
September 2015 - January 2019 · 3 yrs 4 mos
Cetera Investment Services LLCBroker
August 2015 - January 2019 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2014 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2014 · 5 yrs 1 mo
Banc of America Investment Services, INC.
November 2007 - October 2009 · 1 yr 11 mos
Banc of America Investment Services, INC.Broker
October 2007 - October 2009 · 2 yrs
Morgan Stanley & CO., IncorporatedBroker
April 2007 - August 2007 · 4 mos
Morgan Stanley & CO., Incorporated
April 2007 - August 2007 · 4 mos
Morgan Stanley
January 2007 - April 2007 · 3 mos
Morgan Stanley Dw INC.Broker
January 2007 - April 2007 · 3 mos
Suntrust Investment Services, INC.
April 2005 - December 2006 · 1 yr 8 mos
Suntrust Investment Services, INC.Broker
April 2005 - December 2006 · 1 yr 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - March 2005 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1998 - March 2005 · 7 yrs
State Registrations2 states
GATX
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.
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