Kirsten Olsen
Kirsten Olsen is a registered investment advisor at William Blair & Company L.L.C., based in Conshohocken, PA, with 12 years of industry experience. Kirsten operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 37,515 clients with $58B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
William Blair charges up to 2.00% annually on your portfolio, subject to negotiation. The fee is calculated quarterly based on the market value of your account. Certain assets, such as those invested in William Blair Funds or Blair Private Funds, may be excluded from the fee calculation. The fees can be directly debited from your account or invoiced.
Location
101 West Elm Street, Suite 630, Conshohocken, PA, 19428
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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 →Other Business Activities
Kirsten is a managing member and 100% owner of Springbank Advisory LLC, a consulting business. She spends minimal time on this activity and is in the process of closing it.
Employment History
Current Registrations
William Blair & Company L.L.C.
William Blair
William BlairBroker
Previous Registrations
Rondout Partners, LLCBroker
Deutsche Bank Securities INC.Broker
Bt Alex. Brown IncorporatedBroker
Sg Cowen Securities CorporationBroker
State Registrations3 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.