Michael O'donnell is a CFP-designated registered investment advisor at The O'donnell Group, based in Chico, CA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 266 clients with $490M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
555 Main Street, Suite 400, Chico, CA, 95928
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Michael is an Investment Advisor Representative (IAR) at Chico Wealth, LLC, doing business as The O'Donnell Group, dedicating approximately 120 hours per month to financial planning. He also serves as a board member for the Enloe Foundation, spending minimal time assisting with fundraising activities.
Employment History
Current Registrations
The O'donnell Group
Previous Registrations
The O'donnell Group
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.