Gerald Olsen is a registered investment advisor at Simple Financial, LLC, based in West Jordan, UT, with 1 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Rates vary by portfolio type: Strategic Portfolios charge 2.0%, Tactical Portfolios charge 1.8%, Allocation & Defined Outcome Portfolios charge 1.7%, and Preservation Portfolios charge 1.0%. Simple Financial's portion of the fee is negotiable.
Fee Estimator
Location
6671 S Redwood Road, Suite 200, West Jordan, UT, 84084
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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.
Learn about disclosures →Employment History
Current Registrations
Simple Financial, 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.
Exams
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