Samuel Olson is a CFP-designated registered investment advisor at Northwest Asset Management, based in Anchorage, AK, with 10 years of industry experience. Samuel 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 3,032 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northwest Asset Management charges a percentage of the value of your portfolio. The maximum annual fee is 1.75%, but fees are negotiable and may range from no charge up to that maximum. Fees can vary based on the size of your account, the level of service you need, the investment strategy used, how actively your portfolio is managed, the advisor's expertise, and whether you also get comprehensive financial planning.
Location
205 E Benson Blvd, Suite 228, Anchorage, AK, 99503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel is the owner of North Frontier Advisory Group, LLC, an ownership-related LLC for self-employment, spending minimal time on it. He is also a board member of the Alaska Golf Association, dedicating minimal time to helping with tournament dates, rules, and USGA affiliations.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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