Charles Olson is a PFS-designated registered investment advisor at Pathstone, based in Denver, CO, with 3 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,219 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathstone's fees for investment-related services are based on the specific services selected and can include asset-based fees (fixed or tiered percentage), fixed/flat fees, performance-based fees, or other arrangements. Fees are negotiable based on the size, complexity, and scope of the relationship. Clients are also responsible for third-party expenses such as brokerage costs and custodian fees. If clients invest in Pathstone's Affiliated Funds, they may be subject to additional fees at the fund level, but may also be eligible for fee discounts or breaks.
Location
257 Fillmore St, Suite 200, Denver, CO, 80206
Get directionsHistory
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
Charles operates a CPA practice as a sole practitioner under the name Charles Olson, CPA, since January 2020. This activity, located at his home address, is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Pathstone
Previous Registrations
Crestone Asset Management LLC
State Registrations1 state
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.