Olson Associates offers financial planning and investment management services. They work with clients to set financial goals, develop a "Strategic Game Plan," and implement an investment strategy. They also recommend unaffiliated money managers through managed account programs. Fees are negotiable and disclosed upfront. Olson Associates acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$54M
Clients129
Advisors1
Avg. per Client$420K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable under unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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