Samuel Olson is a registered investment advisor at Bonsai Financial, based in Phoenix, AZ, with 9 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 62 clients with $6.8M 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 $250K | 1.75% |
| $250K+ | 1.50% |
Fees may be negotiable. There is an account size minimum of $100,000 which the firm may waive at its sole discretion.
Fee Estimator
Location
Phoenix, AZ
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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
Samuel is an insurance broker and agent at Bonsai Insurance Services, LLC since August 2019, meeting with clients and consulting on life insurance and fixed insurance strategies. This takes nearly a full-time commitment and is performed in conjunction with his fiduciary responsibilities.
Employment History
Current Registrations
Bonsai Financial
Previous Registrations
Secured Retirement Advisors, LLC
Strategy Financial Group
State Registrations1 state
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