Kenneth Olson
Kenneth Olson is a registered investment advisor at Olson Wealth Management, based in New Braunfels, TX, with 13 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 41 clients with $18M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $100.0M | 0.80% |
| $100M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
468 S. Seguin Ave., Ste. 400-B, New Braunfels, TX, 78130
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 →Other Business ActivitiesSells Insurance
Kenneth is an independent licensed insurance agent and may offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest.
Employment History
Current Registrations
Olson Wealth Management
Previous Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations2 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.