Advisor at Resolve Capital Management LLC
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Firm
Resolve Capital Management LLC
Location
Sioux Falls, SD 57105
Credentials
Series 63, Series 65
Industry experience
29 years
Donald Olson is a financial advisor at Resolve Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Resolve Capital Management since 2010. The firm provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. Resolve Capital Management emphasizes diversified asset allocation across multiple asset classes and investment styles, managing most accounts on a discretionary basis and integrating financial planning into managed accounts without a separate charge in many cases.
Based on Resolve Capital Management LLC
Based on Resolve Capital Management LLC
Financial planning fixed fees typically range between $500 and $5,000
$0 - $250,000: 1.60% annually $250,001 - $500,000: 1.40% annually $500,001 - $1,000,000: 1.20% annually $1,000,001 - $2,500,000: 1.00% annually Over $2,500,001+: 0.80% annually
Minimum fee: Minimum annual fee of $3,000 for Qualified Retirement Plan Consulting Services
3500 S Phillips Avenue, Suite 200
Sioux Falls, SD 57105
South Dakota
Resolve Capital Management LLC
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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