Mark Olsen
Mark Olsen is a CFP-designated registered investment advisor at Teeple Snyder Newsome Wealth & Tax Management, based in Zionsville, IN, with 8 years of industry experience. Mark 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 606 clients with $290M 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.50% |
This is a blended fee schedule. Fees are negotiable at the discretion of TSN.
Fee Estimator
Location
1555 W Oak St, suite 100, Zionsville, IN, 46077
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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 Activities
Mark owns Olsen Enterprises LLC dba Lehman's Terms, Inc., providing tax and accounting services since 2018. This takes up a full-time commitment.
Employment History
Current Registrations
Teeple Snyder Newsome Wealth & Tax Management
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations1 state
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