DBA Olson Associates is a leading financial advising firm that has been in business for several years. They provide a wide range of financial services to clients, helping them achieve their financial goals and secure their future. With a team of highly qualified and experienced advisors, they offer personalized and comprehensive financial advice to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
The advisors at DBA Olson Associates believe in building long-term relationships with their clients and understanding their unique financial needs. They offer a range of services, including investment management, retirement planning, tax planning, and estate planning, among others, to help clients secure their financial future.
Facts and Insights
As of 2021, DBA Olson Associates has over $500 million in assets under management and a team of 10 highly qualified advisors. They have been in business for over 15 years and have a proven track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
The advisors at DBA Olson Associates offer a wide range of financial services to help clients achieve their goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Wealth transfer
Client Types
DBA Olson Associates cater to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
The fees at DBA Olson Associates are based on a percentage of assets under management, ensuring that advisors are aligned with their clients’ best interests. They also offer a range of fee structures, including hourly fees, fixed fees, and commission-based fees, based on the type of service provided.
Background
The advisors at DBA Olson Associates have extensive experience and expertise in the financial industry. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), among others. They also undergo regular training and education to stay updated with the latest financial trends and strategies.
Financial Advisor Disclosures to Know
DBA Olson Associates operates with the utmost transparency and wants their clients to make informed decisions. They adhere to all applicable laws and regulations and disclose any potential conflicts of interest upfront to maintain the trust of their clients.