Tamara Olszewski is a registered investment advisor at Ehlers, based in Minneapolis, MN, with 18 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 283 clients with $3.2B 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 $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are negotiable and may vary among clients.
Fee Estimator
Location
3001 Broadway Street Ne, Suite 320, Minneapolis, MN, 55413
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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
Tamara owns Tom Acres, Inc., a horse stable, and Tom Properties, both since June 2021. She spends minimal time on each activity, handling boarding fee collection, accounts payable, periodic accounting, and annual reporting.
Employment History
Current Registrations
Ehlers
Previous Registrations
Ameriprise Financial Services, INC.
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Scottrade, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
State Registrations4 states
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