DO
CFP

Daniel Kevin O'doherty

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
67 advisors
Number of Clients
2,272 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.6B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$7,500
Hourly Rate:Up to $350/hr

Investment advisory fees for internal investment management typically range from 0.25% to 1.50% annually, depending on assets, strategy, and complexity. Fees are paid quarterly in advance. Financial planning is offered on an hourly basis (up to $350/hour) or as a fixed engagement fee. Retirement plan advisory fees can be up to 1.00% annually, with a minimum fee of $7,500, which is negotiable.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

1437 SW Columbia St., Portland, OR, 97201

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Regulatory History (1)
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Criminal
February 1985
Final Disposition
Other Business Activities

Daniel owns investment real estate held in three LLCs: CSNW Properties LLC, CTODTO Properties LLC, and Terri Lee Apartments LLC.

Employment History
Current Registrations
Alera Investment Advisors, LLC
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
February 2012 - February 2022 · 10 yrs
Cetera Advisors LLCBroker
February 2012 - February 2022 · 10 yrs
Pacific West Financial Consultants INC
August 2004 - February 2012 · 7 yrs 6 mos
Pacific West Securities, INC.Broker
November 2001 - February 2012 · 10 yrs 3 mos
MML Investors Services, INC. Broker
April 1996 - December 2001 · 5 yrs 8 mos
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.