O'donnell Financial Services, LLC
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
About This Firm
O’Donnell Financial Services, LLC manages assets for various clients, tailoring investment strategies to their needs. They offer a wrap fee program covering investment advisory and custodial transaction costs. The firm uses cyclical, fundamental, and technical analysis, along with long-term, short-term purchases, margin loans, trading, short sales, option writing and structured products.
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
Location
1101 Fifth Ave., Suite 150, San Rafael, CA, 94901