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Olson Investment Advisors, LLC

View SEC Summary
View SEC Summary

Assets Under Management

$146.1M

Number of Clients

229

Number of Advisors

N/A

Avg. Portfolio per Client

$638K

Avg. Managed per Advisor

N/A

Compensation

Fee-Only (% of Portfolio)

About This Firm

Olson Investment Advisors has offered financial guidance since 1993. The firm provides individualized lifetime income analysis and investment plans. Olson Investment Advisors chooses investments for clients using their discretion, primarily using mutual funds and ETFs. The firm also provides ongoing financial counsel on related issues such as insurance, legal documents, and financing decisions. Clients receive monthly statements and quarterly performance reports and meet with advisors at least annually.

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.65%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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View Full SEC Brochure
Areas of Practice
Investment ManagementHigh Net Worth
Location

1715 114th Ave Se, Suite 200, Bellevue, WA, 98004

0 Advisors at this firm

No advisors found for this firm.