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How does the advisor help clients – Key Takeaways:
OLSON MANAGEMENT provides expert financial advice and services to clients in a professional and unbiased manner. Their team of qualified advisors use their knowledge and expertise to guide clients through the complexities of the financial world and help them achieve their financial goals.
Facts and Insights
Here are some key facts and insights to know about OLSON MANAGEMENT:
| Assets Under Management | $1.5 billion |
|---|---|
| Number of Advisors | 50 |
| Time in Business | 25+ years |
Financial Services Offered
OLSON MANAGEMENT offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
OLSON MANAGEMENT caters to a wide range of clients, including:
- Individuals and families
- Business owners
- Retirees
- Trusts
Fees & Compensation
OLSON MANAGEMENT is a fee-only advisory firm, which means they are not compensated by commissions or selling specific financial products. Instead, they charge a percentage of the assets under management as their fee. This encourages them to act in the best interests of their clients and helps to avoid conflicts of interest.
Their fee structure is transparent and clearly outlined in their agreements with clients. They do not charge any hidden fees, and all fees are fully disclosed to clients.
Background
OLSON MANAGEMENT was founded in 1995 by John Olson, a financial expert with over 30 years of experience in the industry. Since its inception, the firm has grown to become one of the leading financial advisory firms in the country, managing assets worth $1.5 billion.
Their team of advisors includes certified financial planners, chartered financial analysts, and other industry experts who work together to provide personalized financial solutions for clients.
Financial Advisor Disclosures to Know
OLSON MANAGEMENT and its advisors have a clean record of regulatory disclosures and no disciplinary actions. As a fiduciary, they are legally obligated to act in the best interests of their clients and make all financial recommendations with their clients’ needs in mind.
OLSON MANAGEMENT is committed to maintaining the highest ethical standards and providing trustworthy and reliable financial advice to their clients.