Michael Olafsson is a registered investment advisor at Iwr Advisors, based in Denver, CO, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29 clients with $23M 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 - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees may be negotiable for accounts over $10,000,000. The advisory fee is a straight tier.
Fee Estimator
Location
Denver, CO
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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
Michael is the managing member of The Collectors Depot, LLC, a retail operations and retail consultancy business. He dedicates a few hours per week to overseeing the business strategy.
Employment History
Current Registrations
Iwr Advisors
Previous Registrations
American Express Financial Advisors, INC.
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.