Advisor at Carbahal Olsen Financial Services Group LLC
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Firm
Carbahal Olsen Financial Services Group LLC
Location
Davis, CA 95616
Credentials
CFP®, Series 65
Industry experience
8 years
Kurt Schrader is a CFP® professional with eight years of experience in the financial services industry. He has worked at Carbahal Olsen Financial Services Group LLC since 2017 and previously spent seven years at Purves & Associates. Schrader holds a Series 65 license and is based in Davis, CA. Carbahal Olsen Financial Services Group LLC provides financial planning, consultation, and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as small businesses and retirement plan clients. The firm employs a core/satellite investment approach using low-cost ETFs and select actively managed mutual funds, with tactical satellite allocations tailored for tax or client-specific constraints.
Based on Carbahal Olsen Financial Services Group LLC
Based on Carbahal Olsen Financial Services Group LLC
$250 - $1,500 per financial plan
$50,000 - $250,000: 1.00% – 1.75% $250,001 - $499,999: 0.85% – 1.60% $500,000 - $999,999: 0.65% – 1.40% $1,000,000 - $2,499,999: 0.40% – 1.15% $2,500,000+: Contact COFS for pricing
$75 - $350 per hour
Account minimum: $50,000 Fee-only: $75 - $350 per hour or $250 - $1,500 per fixed financial plan
1107 Kennedy Pl, Ste 3
Davis, CA 95616
California
Carbahal Olsen Financial Services Group, LLC
2021 - Present (5 years)
Carbahal Olsen Financial Services Group, LLC
2017 - 2021 (4 years)
Purves & Associates
2010 - 2017 (7 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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