Jeffrey Hale is a registered investment advisor at Odingard Capital Management, based in Tulsa, OK, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 106 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Relationships with total Assets below $500,000 = 1.25%. When the Account ends any calendar quarter above $500,000, it will be subject to the tiered fee schedule above. Accounts that fall below $475,000 due to withdrawal will be subject to a 1.25% annual fee.
Fee Estimator
Location
2005 East 21st Street, Tulsa, OK, 74114
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Regulatory History
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
Odingard Capital Management
Previous Registrations
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State Registrations2 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.