Stephen Olson
Stephen Olson is a CFP-designated registered investment advisor at Atlantic Wealth Partners, LLC, based in Jupiter, FL, with 12 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 281 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 $5.0M | 1.50% |
| $5.0M - $25.0M | 1.25% |
| $25.0M - $100.0M | 1.00% |
| $100M+ | 0.75% |
Fee Estimator
Location
759 Parkway Street, Suite 201, Jupiter, FL, 33477
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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
Stephen holds an active real estate license for personal use and is the owner of multiple real estate-related entities. He is also a licensed life and health insurance agent and president of AWP Insurance, L.L.C., selling life, health, and variable annuities, dedicating a few hours per week to this.
Employment History
Current Registrations
Atlantic Wealth Partners, LLC
Previous Registrations
Monstro Pcfo, LLC
Gwn Securities INC.
Gwn Securities 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.