John Odell
John Odell is a CFP-designated registered investment advisor at Capital Research & Consulting LLC, based in Pasadena, CA, with 35 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. Consulting fees range from 0.05% to 0.35% annually. Managed portfolio investment options range from 0.10% to 0.50% annually.
Fee Estimator
Location
15 S. Raymond Avenue, Suite 200, Pasadena, CA, 91105
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Regulatory 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
John is a principal in Capital Research & Consulting LLC, Arroyo Investment Group LLC, RBA Client Service LLC, and Capital Research Brokerage Services. He also manages Sor-Del Properties and co-owns Spyglass Apartments, spending minimal time on each of these roles.
Employment History
Current Registrations
Capital Research & Consulting LLC
Arroyo Investment Group, LLC
Capital Research Brokerage Services, LLCBroker
Previous Registrations
Northeast Securities, INC.Broker
Ascher/decision Services, INC.Broker
Pasadena Fund Services, INC.Broker
Citicorp Select InvestmentsBroker
Pilgrim Distributors CORP.Broker
Great Western Financial Securities CorporationBroker
State Registrations3 states
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.