Tyler Olson
Tyler Olson is a registered investment advisor at Ascend Investment Management, LLC, based in Pleasant Grove, UT, with 13 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 27 clients with $1.5M 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 $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Annual fee may be negotiable depending on the types of investments and degree of involvement required for client’s circumstances. Accounts within the same household may be combined for a reduced fee. Ascend Investment Management also uses subadvisors, and the total combined fee for Ascend Investment Management and the subadvisor will not exceed 2.00% annually. Fees for models managed by subadvisors are 0.50%.
Fee Estimator
Location
Pleasant Grove, UT
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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 ActivitiesSells Insurance
Tyler is an owner/partner at Ascend Management Holdings, LLC, the parent company to Life Insurance Operations, and co-director at Ascend Life Insurance, LLC, utilizing Independent Agent Registration with Nelson Financial Group as IMO. Both activities take about half of Tyler's time and involve investment-related business operations and insurance sales.
Employment History
Current Registrations
Ascend Investment Management, LLC
Previous Registrations
Lone Peak Advisers, INC.
Legacy Planning Group
H. Beck, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Wma Securities, INC.Broker
State Registrations1 state
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.