Assets Under Management
$343.1M
Number of Clients
918
Number of Advisors
4
Average Client AUM
$374K
AUM per Advisor
$85.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
O’Donnell Financial Services, LLC offers wrap asset management services, providing continuous supervision of client accounts. They create diversified portfolios tailored to client needs, using various securities. Fees are negotiable and billed quarterly in advance. The firm also utilizes sub-advisory services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.85% |
| $150K - $750K | 1.65% |
| $750K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
1101 Fifth Ave., Suite 150, San Rafael, CA, 94901