Charles Olson
Advisor at Pathstone
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Charles Olson is a PFS™ credentialed advisor at Pathstone with three years of industry experience. Prior to joining Pathstone in 2024, he worked at Crestone Asset Management LLC for four years and Gary A. Jacobs & Associates, P.C. for twelve years. Olson also maintains a CPA practice as a sole practitioner under Charles Olson, CPA. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering multi-asset, manager-centric investment management combined with family-office services such as in-house accounting and affiliated trust companies.
Client services
Based on Pathstone
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Expertise
Based on Pathstone
Tax-loss harvesting
ESG / Sustainable investing
Private / alternative investments
Wealth management
Business exit / sale strategy
Fee options
Fixed/flat fees for various Professional Services including accounting, tax compliance, family office structuring, wealth planning, risk management, and extended family office services.
Time & materials based on fixed/flat rate or fixed/flat fee for certain tax-related services.
Performance-based fees are negotiated on a case-by-case basis for qualified clients and may be charged at the Affiliated Fund level.
Account minimum: $10 million
Location
257 Fillmore St, Suite 200
Denver, CO 80206
Most active in
Charles O has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Pathstone
2024 - Present (2 years)
Crestone Asset Management LLC
2020 - 2024 (4 years)
Gary A. Jacobs & Associates, P.C.
2007 - 2019 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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