Berthel Olsen
Berthel Olsen is a CFP-designated registered investment advisor at Keystone Wealth Advisors, Incorporated, based in Minneapolis, MN, with 18 years of industry experience. Berthel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 64 clients with $190M 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 $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
150 South Fifth Street, Suite 3100, Minneapolis, MN, 55402
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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
Keystone Wealth Advisors, Incorporated
Previous Registrations
Keystone Wealth Advisors, Incorporated
Capital Management Associates INC
State Registrations1 state
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