Zachary Olson is a registered investment advisor at Drum Hill Capital, LLC, based in Westport, CT, with 13 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 72 clients with $170M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fee schedule applies to managed accounts held at Fidelity Investments, excluding those invested in the Focused European Equity strategy (1.25% annual fee). A minimum annual fee of $1,000 applies to managed accounts at Fidelity Investments (excluding the European Equity strategy).
Fee Estimator
Location
1221 Post Road East, Suite 205, Westport, CT, 06880-5430
Get directionsHistory
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
Drum Hill Capital, LLC
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.