R.O.I. (Ronald Olson, Inc.) provides investment management, comprehensive financial planning, and retirement planning services. R.O.I. manages client accounts with stocks, mutual funds, and exchange traded funds (ETFs) through Fidelity. Clients with $50,000 or more in assets under management receive all services, while those with less than $50,000 receive only investment management and some other services. Grant and Ben Olson are the only full-time employees and provide all of R.O.I.'s services.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees are usually not negotiable.