Karen Olsen is a registered investment advisor at Creative Planning, based in Newnan, GA, with 22 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Newnan, GA
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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
Creative Planning
Previous Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Newport Group Securities, INC.Broker
J.P. Morgan Securities LLCBroker
Ascensus Broker Dealer Services, LLCBroker
Ascensus Financial Services, LLC.Broker
P.J. Robb Variable CorporationBroker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
Adp Broker-Dealer, INC.Broker
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations1 state
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