Aaron Olson
Aaron Olson is a registered investment advisor at Purpose Comprehensive Wealth Management, LLC, based in Charlotte, NC, with 19 years of industry experience. Aaron 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. Their firm serves 141 clients with $130M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are charged monthly in arrears and are based primarily on asset size and the level of complexity of the services provided. PCWM has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Location
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC, 28277
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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
Purpose Comprehensive Wealth Management, LLC
Previous Registrations
Mutual Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations2 states
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