Michael Olafsson
Advisor at IWR Advisors
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.
Advisor at IWR Advisors
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.
Location
Denver, CO
Credentials
Series 63, Series 65, Series 66
Industry experience
2 years
Michael Olafsson is a financial advisor at IWR Advisors with two years of industry experience. He holds Series 63, 65, and 66 licenses and has prior work experience at CBRE, Nestle USA, and Starbucks Coffee Company. Outside of his advisory role, Olafsson manages a retail operations and consultancy business, The Collectors Depot, LLC. IWR Advisors provides discretionary investment management and project-based financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and corporate clients. The firm uses a combination of passive and active investment strategies and manages client accounts under written investment policies with discretion to trade within client-imposed limits.
Based on IWR Advisors
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $5,999,999: 0.90% $6,000,000 - $9,999,999: 0.80% $10,000,000+: Negotiable
$300 to $500 per hour for project-based financial planning
Account minimum: $500,000 Fee-only: Investment management and financial planning; no commissions received
Denver, CO
Colorado · Pennsylvania · Texas
IWR Advisors LLC
2023 - Present (3 years)
Cbre
2023 - 2023 (1 year)
Nestle USA
2019 - 2021 (2 years)
Starbucks Coffee Company
2008 - 2019 (11 years)
The Collectors Depot, LLC
2001 - Present (25 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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