Olson Investment Advisors, LLC

Olson Investment Advisors, LLC is a Registered Investment Adviser based in Seattle, WA, established in 1993 by CEO Dwight H. Olson, who has been providing financial planning services since 1978. The firm offers individualized lifetime income analysis and investment plans, managing accounts mainly on a fee basis. They have $130,841,049 under management in 237 discretionary accounts and $1,219,127 in 11 non-discretionary accounts as of 12/31/2022. Olson Investment Advisors uses mutual funds and ETFs as proxies for asset classes, tailoring portfolios based on clients' risk profiles and needs. They provide online account access, monthly custodian statements, and quarterly performance reports. The firm charges annual management fees up to 1.65% of assets under management, billed quarterly in advance. Clients may incur additional charges from custodians, brokers, and third parties. The firm does not charge performance-based fees and acts as a fiduciary, offering advice on securities hedging at no extra cost. Clients have investment discretion, with the firm exercising discretion in line with clients' objectives. Clients retain responsibility for voting proxies on securities in their portfolios. The professionals at Olson Investment Advisors have no disciplinary actions reported and are supervised by CEO Dwight H. Olson.