JO
JO
Julie Odermatt
32 Years of Experience
Houston, TX
2 Disclosures
Julie Odermatt is a registered investment advisor at Orser Investment Advisors, INC., based in Houston, TX, with 32 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 54 clients with $35M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
54 clients
Average Client Portfolio
$653K average
Assets Under Management
$35.3M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
These fees are for managed accounts. Unmanaged accounts are charged: 0.50% on the first $2,000,000; 0.25% over $2,000,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Houston, TX
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2009Settled
Customer Dispute
December 2008Settled
Employment History
Current Registrations
Orser Investment Advisors, INC.
January 1994 - Present · 32 yrs 4 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.