Jay Page is a registered investment advisor at Olsen Family Financial, LLC, based in Oakton, VA, with 5 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 37 clients with $7.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fee Estimator
Location
Oakton, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is a first officer pilot at Delta Airlines, Inc., a full-time role. About 100 hours per month occur during security trading hours.
Employment History
Current Registrations
Olsen Family Financial, LLC
State Registrations2 states
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