Olson Wealth Management (OWM) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. OWM creates an Investment Policy Statement for each client. OWM also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. OWM generally limits its investment advice to ETFs but may use other securities to diversify portfolios.
Assets Under Management$18M
Clients41
Advisors1
Avg. per Client$430K
Avg. per Advisor$18M
olsonwealthmanagement.com ·www.linkedin.com/in/kenolsonrep ·www.facebook.com/kennetholsonwealthmanagment
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $100.0M | 0.80% |
| $100M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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