R.O.I.

Fee-Only (% of Portfolio)

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.

Assets Under Management$85M
Clients182
Advisors3
Avg. per Client$470K
Avg. per Advisor$28M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.00%
$500K - $750K0.75%
$750K - $1.0M0.50%
$1M+0.25%

Fees are usually not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm