Robert Olson
Robert Olson is a registered investment advisor at M Financial Asset Management, INC., based in Carrollton, TX, with 24 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,021 clients with $1.2B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects Investment Management Services. Model Management Services rates range from 1.22% down to 1.17%. Wrap program fee does not exceed 1.36% for accounts with at least $500,000. Fees are negotiable.
Fee Estimator
Location
4100 International Parkway, Suite 2000, Carrollton, TX, 75007
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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
M Financial Asset Management, INC.
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Previous Registrations
Morningstar Investment Services LLC
Morningstar Investment Services LLCBroker
Nuveen Asset Management, LLC
Nuveen Fund Advisors, INC.
Nuveen Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations9 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.
Exams
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