Chico Wealth RIA, operating as The O'Donnell Group, provides investment management and financial planning services to individuals, high-net-worth individuals, and retirement plans. Investment management is tailored to each client's goals and risk tolerance. Financial planning covers investments, insurance, taxes, retirement, college, and debt.
Assets Under Management$490M
Clients266
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$490M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...