Olivia Knapp is a registered investment advisor at Colleen Weber CPA, LLC, based in Chanhassen, MN, with 2 years of industry experience. Olivia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 48 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colleen Weber CPA, LLC's fees for investment management services are based on the complexity of the work and are negotiable. The quarterly fee charged may vary from client to client, but will be relatively consistent across clients of a similar nature. Fees are assessed based on factors such as number of accounts, account sizes, number of positions, services provided, complexity of account management, and complexity of financial planning services as appropriate. Quarterly Investment Management Services fees range from $2,000 - $20,000. There is a $2,000 minimum fee for Wealth Management Services.
Location
470 W. 78th St. Suite 200, Chanhassen, MN, 55317
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Colleen Weber CPA, LLC
State Registrations1 state
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