Shawn Olsen is a registered investment advisor at S20 Capital, LLC, based in Cottonwood Heights, UT, with 7 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
s20 Capital manages investment funds and charges a management fee of 2% of the total capital contributed by investors. This fee covers portfolio management and administrative services until the fund is dissolved. The fee can be paid upfront or in quarterly installments. Investors also reimburse the Advisor for expenses related to the fund's operation. The Advisor also receives a portion of the fund's profits, called a Carried Interest.
Location
6975 Union Park Ave, Cottonwood Heights, UT, 84047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
S20 Capital, LLC
State Registrations1 state
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