Todd Olson
Todd Olson is a registered investment advisor at Asset Allocation Strategies, LLC, based in Farmington, MI, with 11 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,394 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAS charges a percentage of the value of your portfolio annually, billed quarterly. The maximum fee is 2% per year. The specific fee is agreed upon in your investment advisory agreement and may be negotiable. If you cancel your agreement, you'll receive a refund for any unused portion of the fee. Additional deposits during a quarter may be billed on a pro-rata basis. Withdrawals during a billing period do not generally result in a refund unless you terminate the agreement.
Location
33335 Grand River, Farmington, MI, 48336
Get directionsHistory
Regulatory History (1)
Regulatory
August 2018Other Business ActivitiesSells Insurance
Todd is an insurance agent with GLP & Associates, selling life insurance and annuities since 2014, dedicating about 10-20% of his time. He is also an Investment Advisor Representative (IAR) with Asset Allocation Strategies, LLC since 2020, spending about half his time soliciting, servicing, and managing advisory accounts.
Employment History
Current Registrations
Asset Allocation Strategies, LLC
Glp Investment Services, LLCBroker
State Registrations4 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.