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Martin Olson

Esi Financial Advisors
27 Years of Experience
South Jordan, UT
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Martin Olson is a registered investment advisor at Esi Financial Advisors, based in South Jordan, UT, with 27 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 12,379 clients with $2.8B in assets under management.

Esi Financial Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
536 advisors
Number of Clients
12,379 clients
Average Client Portfolio
$224K average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.75%
$2.5M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10M+0.35%

Rates reflect the primary schedule used in programs like American Funds and Schwab Retirement Advisor Services. Other programs have different maximum fees (AssetMark up to 1.50%, Saratoga up to 2.00%, SEI up to 1.75% plus 0.05% administrative fee). Actual fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10813 S River Front Parkway, Suite 250, South Jordan, UT, 84095

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2016
Withdrawn
Customer Dispute
October 2012
Settled
Customer Dispute
October 2010
Settled
Customer Dispute
August 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Martin is a managing member of Martin D. Olson Financial, LLC, selling life insurance under that DBA. He also works as a manager for Focus Financial Services, dedicating about 10-20% of his time to marketing. Finally, Martin volunteers for The Church of Jesus Christ of Latter Day Saints.

Employment History
Current Registrations
Esi Financial Advisors
July 2007 - Present · 19 yrs 3 mos
Equity Services, INC.Broker
April 1999 - Present · 27 yrs 6 mos
State Registrations21 states
AKAZCACOCTFLGAIDINMNMTNMNVNYORTXUTVAWAWVWY
AdvisorBrokerBoth

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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