Fee Table
Olson Economics LLC
Carefullyread Item 4 andItem 5 of FormADVPart 2A(“Brochure”), as thesesections oftheBrochure contain important details about Olson Economics LLC advisory services and fees. Fees may be negotiable. The fees below will only apply to you when you request the services listed.
Fees Charged by Investment Adviser |
Fee Amount |
Frequency Fee is Charged |
Services |
Assets Under Management Fee |
$0-$1,000,000 - 1.00% $1,000,001-$2M - 0.90% $2,000,001-$3M - 0.80% $3,000,001+ - 0.50% Annual percentage is listed above. |
Quarterly in arrears |
Portfolio Management Services |
Hourly Fee |
$250 |
Invoice at the completion of services |
Financial Planning Services |
Subscription Fee |
N/A |
N/A |
N/A |
Fixed Fee |
$1500 - $2500 |
The firm may also quote a fixed fee and accept payment on an installment basis. |
Financial Planning Services |
Commissions to the Adviser |
N/A |
N/A |
N/A |
Performance-based Fee |
N/A |
N/A |
N/A |
Other |
N/A |
N/A |
N/A |
Fees Charged by Third Parties |
Fee Amount |
Frequency Fee is Charged |
Services |
Third Party Money Manager |
N/A |
N/A |
N/A |
Robo-Adviser Fee |
N/A |
N/A |
N/A |
Talk with your Adviser about fees and costs applicable to you |
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Additional fees and costs to discuss with your Adviser
Additional Fees/Cost |
Yes/No |
Paid To |
Brokerage Fees |
Yes |
Charles Schwab |
Commissions |
Yes, but no fees for U.S. Exchange- Listed Stocks & ETFs. |
Charles Schwab |
Custodian Fees |
Yes |
Charles Schwab |
Mark-ups |
Yes |
Charles Schwab |
Mutual Fund/ETF Fees and Expenses |
Yes |
Fees may be imposed by the fund company. |
Effective 01/01/2024