Olson Wealth Management provides asset allocation and ongoing investment management services to individuals, including high net worth individuals, on a discretionary basis. OWM works with clients to identify their investment goals, risk tolerance, and time horizons to create a tailored portfolio. IARs are registered representatives of LPL Financial.
Assets Under Management$46M
Clients51
Advisors1
Avg. per Client$910K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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