Olson Economics, LLC offers financial planning and portfolio management services. They work with clients to understand their investment objectives, retirement goals, tax savings eligibility, and risk tolerance. Financial planning services can be comprehensive or focus on specific areas. For investment management, Olson Economics makes recommendations, but clients make the final decisions. Services are offered for an hourly, fixed, or asset-based fee.
Assets Under Management$23M
Clients21
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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