DO
Douglas Everett Ollila
42 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,501 clients
Average Client Portfolio
$304K average
Assets Under Management
$456.4M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$500 - $3,000
Hourly Rate:$150 - $350/hr
Oak Ridge charges advisory fees that vary from 0.25% to 2.25% on managed assets, not to exceed a cumulative fee of 2.50%. Fees can be charged monthly or quarterly in advance or in arrears. Financial planning is offered on both a fixed fee and an hourly fee basis. Fixed fees range from $500 to $3,000. Hourly fees range from $150 to $350.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
701 Xenia Ave. South, Suite 100, Golden Valley, MN, 55416-1089
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
March 2016 - Present · 9 yrs 10 mos
The Oak Ridge Financial Services Group, INC. Broker
March 2016 - Present · 9 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
March 1989 - April 2016 · 27 yrs 1 mo
UBS Financial Services INC. Broker
April 1983 - April 2016 · 33 yrs
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.