Odyssey Capital offers investment management by creating investment strategies based on individual client goals and risk tolerance. They also offer retirement plan consulting services to employee benefit plans. Additionally, Odyssey Capital provides financial planning services covering wills, estate plans, investments, insurance, retirement income, and college planning. Seminars and workshops are held to educate the public.
Assets Under Management$140M
Clients243
Advisors3
Avg. per Client$590K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.70% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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