Odell Berry is a ChFC-designated registered investment advisor at Invest Smart USA, INC., based in Scottsdale, AZ, with 18 years of industry experience. Odell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 88 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invest Smart USA's fees for investment management are negotiable and based on a percentage of the value of your portfolio, generally ranging from 0.10% to 1.50%. For smaller accounts (below $10,000), a flat monthly fee of $10 applies. For accounts managed on a third-party platform, an additional platform fee of 0.25% applies.
Location
7440 E Pinnacle Peak Road, Suite 144, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Invest Smart USA, INC.
Previous Registrations
Synergy Financial Group of Arizona, LLC
The Planning Group
Ives Asset Management INC
State Registrations2 states
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