Craig Olson
Craig Olson is a CFP-designated registered investment advisor at Vergepointe Wealth Management, LLC, based in Lake Oswego, OR, with 23 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 111 clients with $280M 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 | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
15400 Boones Ferry Rd., Suite 201, Lake Oswego, OR, 97035
Get directionsHistory
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 ActivitiesSells Insurance
Craig is a managing director at Vergepointe Transactions, LLC, a CPA and consultant at Vergepointe LLP, and a general partner at Vergepointe Capital, LLC. He also holds membership in VPACTC, LLC and SMC Building LLC -&- Fifteen 400, LLC, and is an independent insurance representative, dedicating varying hours to these activities.
Employment History
Current Registrations
Vergepointe Wealth Management, LLC
Previous Registrations
Kms Financial Services, INC
Veravest Investment Advisors, INC.
State Registrations1 state
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