| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.85% |
| $150K - $750K | 1.65% |
| $750K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
1101 Fifth Avenue, Suite 150, San Rafael, CA, 94901
Get directionsNo 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 →Michael is a registered representative and IAR at O'Donnell Financial Group, LLC, used for marketing purposes, spending about 10-20% of his time. He also sells various insurance products outside of IFG, dedicating a few hours per week.