Anthony Olson is a PFS-designated registered investment advisor at Olson Economics, LLC, based in Keene, NH, with 14 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 21 clients with $23M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Location
Keene, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is a sole proprietor of a non-investment related accounting firm since 1994. This activity takes Anthony's full time.
Employment History
Current Registrations
Olson Economics, LLC
State Registrations2 states
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