Fee Table

 

Olson Economics LLC

 

 

 

Table of Fees for Services

 

Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”), as these sections of the Brochure 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

 

Additional fees and costs to discuss with your Adviser

Additional Fees/Cost

Yes/No

Paid To

Brokerage Fees

Yes

TD Ameritrade

Commissions

Yes, but no fees for U.S. Exchange-Listed Stocks & ETFs.

TD Ameritrade

Custodian Fees

Yes

TD Ameritrade

Mark-ups

Yes

TD Ameritrade

Mutual Fund/ETF

Fees and Expenses

Yes

Fees may be imposed by the fund company.

 

Effective 1/1/2021