About ROBERT OLSEN WEALTH GROUP, P.C.
ROBERT OLSEN WEALTH GROUP, P.C. is a financial firm that offers a wide range of services to help clients achieve their financial goals. Founded by Robert Olsen, a highly experienced financial expert with over 25 years of experience in the industry, the firm has built a strong reputation for providing excellent financial advice and services.
How does the advisor help clients – Key Takeaways:
- Offers a wide range of financial services to help clients achieve their financial goals
- Provides personalized and customized financial advice based on each client’s unique financial situation
- Utilizes a comprehensive and holistic approach to wealth management
- Focuses on building long-term relationships with clients to ensure their financial success
Facts and Insights
ROBERT OLSEN WEALTH GROUP, P.C. has been in business for over 25 years and has built a strong track record of helping clients achieve their financial goals. The firm is proud to have a team of highly skilled and experienced financial advisors who are committed to providing the best possible service to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance planning
- College planning
Client Types
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Non-profit organizations
Fees & Compensation
ROBERT OLSEN WEALTH GROUP, P.C. follows a transparent fee structure and charges a percentage of assets under management. This fee is typically between 1% to 2% depending on the size of the portfolio. The firm also offers hourly or flat fee services for certain financial planning needs.
Background
Robert Olsen, the founder and principal of ROBERT OLSEN WEALTH GROUP, P.C., has over 25 years of experience in the financial industry. He holds a bachelor’s degree in finance and is a Certified Financial Planner (CFP). He also has extensive knowledge and experience in tax planning and estate planning, making him well-equipped to handle complex financial situations for his clients.
Financial Advisor Disclosures to Know
ROBERT OLSEN WEALTH GROUP, P.C. prides itself on its ethical and transparent approach to financial advising. The firm has no disclosures or regulatory actions to report, and all of its advisors adhere to a strict code of ethics.