Rod Olson is a registered investment advisor at Dai Wealth, LLC, based in Atlanta, GA, with 19 years of industry experience. Rod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,404 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DAI Wealth charges an annual account fee for investment management services, which may not exceed 2.50% of the portfolio's value. The account fee is negotiable and may vary based on factors such as the size of the account and other services provided. The fee is paid quarterly in arrears. DAI Wealth receives a portion of the account fee, with the remainder going to the platform provider or manager. Clients are also responsible for paying transaction charges and other account-related fees.
Location
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345
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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
Rod is an insurance sales representative since 2005, selling fixed and life insurance, dedicating about 10-20% of his time. He is also a registered representative and owner of Merit Investment Services, spending about a quarter of his time in this role.
Employment History
Current Registrations
Dai Wealth, LLC
Dai Securities, LLCBroker
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations14 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.