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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-1991
- Office Locations
- 2
Office Locations
About R.o.i.
ROI Wealth Management is a Utah-based, second-generation, family-owned RIA serving individuals and families since 1992. Fee-only fiduciary CFP professionals provide comprehensive planning (tax, retirement, estate, insurance/risk) plus active, long-term portfolio management with ongoing rebalancing and behavioral coaching. The firm coordinates with clients’ CPAs/attorneys and keeps relationships direct with the two lead advisors. Custody includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BENJAMIN ADAM OLSON
Chief Compliance Officer, Secretary, Wealth Manager
- CRD
- #5507333
- Ownership
- 50% but less than 75%
JOSEPH GRANT OLSON
President, Wealth Manager
- CRD
- #5507719
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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RONALD HARRY OLSON
President
- CRD
- #830680
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,000,000 | $79,661 |
| Non-Discretionary | $0 | -- |
| Total | $97,000,000 | $79,661 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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