Michael Brian Olafsson
Advisor at IWR Advisors — Denver, CO
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.
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.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
3 years
Location
Denver, CO
IWR Advisors
Supported
Total advisors
2Clients per advisor
20 LowAvg AUM per client
$1,291,048 HighHNW client ratio
59% Very HighMichael Olafsson is an advisor at IWR Advisors with three years of industry experience. He holds the Series 63, 65, and 66 designations. Prior to joining IWR Advisors, Olafsson worked at CBRE, Nestle USA, and Starbucks Coffee Company. He is also the managing member of The Collectors Depot, LLC, a retail operations and consultancy business he has overseen for over 25 years. IWR Advisors provides discretionary investment management and project-based financial planning primarily for individual and high-net-worth clients. The firm employs a combination of asset-allocation driven portfolios, passive and active strategies, and various analyses in security selection, managing around $50 million in assets for fewer than 50 households.
Based on IWR Advisors
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 services; fees are negotiable.
Account minimum: $500,000 Fee-only: Fee-only firm; compensated solely by client fees, no commissions or sales-related compensation
Denver, CO
Denver CO
Advisors at this office
2
Colorado · Florida · Pennsylvania · Texas
3 years of industry experience
IWR Advisors LLC
2023 - Present • 3 years
Denver, CO
Invest with Rules
2023 - Present • 3 years
Denver, CO
Cbre
2023 - 2023 • 1 year
Exton, PA
Nestle USA
2019 - 2021 • 2 years
Exton, PA
Starbucks Coffee Company
2008 - 2019 • 11 years
Exton, PA
The Collectors Depot, LLC
2001 - Present • 25 years
Exton, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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