Martin Olson
Martin Olson is a registered investment advisor at Esi Financial Advisors, based in South Jordan, UT, with 26 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
10813 S River Front Parkway, Suite 575, South Jordan, UT, 84095
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2016Customer Dispute
October 2012Customer Dispute
October 2010Customer Dispute
August 2010Other 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
Equity Services, INC.Broker
State Registrations21 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.