Andrew Olsen is a registered investment advisor at Conscious Wealth Investments, LLC, based in Atlanta, GA. Andrew 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, Investment Management, Retirement Planning. Their firm serves 115 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Conscious Wealth Investments charges a fee based on the value of your portfolio. The fee can range up to 1.00% annually, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with the firm. The fee is paid quarterly, in advance. Fees may be negotiable.
Location
901 Bernina, Apt 2, Atlanta, GA, 30307
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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.
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Andrew is a freelance trumpet player as a sole proprietor since 2018. This activity requires minimal time.
Employment History
Current Registrations
Conscious Wealth Investments, LLC
State Registrations1 state
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