Timothy O'donnell
Timothy O'donnell is a registered investment advisor at Sequoia Wealth Management, LLC, based in Barrington, IL, with 21 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 1,550 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Wealth Management offers investment management services. The maximum annual advisory fee is 2.50%, but the actual fee will depend on the complexity of your situation. Fees are deducted from your account quarterly. Sequoia Wealth may recommend third-party money managers through platforms like LPL or AssetMark, with maximum fees described in the brochure. The firm also uses LPL-sponsored programs with fees up to 3.00%, except for the Guided Wealth Portfolios Program, which charges 1.00%.
Location
200 Applebee St, Suite 208, Barrington, IL, 60010
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Regulatory History (1)
Criminal
February 1984Other Business ActivitiesSells Insurance
Timothy operates ODE Financial Services as a DBA for his LPL business, dedicating all of his time to it. He also receives insurance trails and provides investment advisory services through Sequoia Wealth Management, working nearly full-time on this activity.
Employment History
Current Registrations
Sequoia Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Fleet Securities, INC.Broker
Geldermann Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.