Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.85% |
| $150K - $750K | 1.65% |
| $750K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
O'Donnell Financial Services uses a wrap fee program, where a single fee covers investment advisory services and custodial transaction costs. The annual fee is based on assets under management. Fees are negotiable and billed quarterly in advance. The combined maximum fee between our firm and sub-advisory services will not exceed 3.00%.
Areas of Practice
Advisor Information
Office location
12671 High Bluff Dr, Ste 200, San Diego, CA, 92130
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Spencer works as an employee providing administrative support for O'Donnell Financial Services LLC, an outside registered investment advisor. This takes about a quarter of his time.