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Daniel Odigie

Ip Financial Advisory Services LLC
35 Years of Experience
West Palm Beach, FL
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Daniel Odigie is a registered investment advisor at Ip Financial Advisory Services LLC, based in West Palm Beach, FL, with 35 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.

Ip Financial Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
133 advisors
Number of Clients
2,001 clients
Average Client Portfolio
$241K average
Assets Under Management
$481.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K+2.00%

Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1645 Palm Beach Lakes Boulevard Suite 1200, West Palm Beach, FL, 33401

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2003
Settled
Customer Dispute
July 2003
Denied
Customer Dispute
September 2002
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel is the owner/agent of MD Capital & Wealth Management LLC, offering accident, health, and life insurance, as well as fixed annuities and practice management consulting. This takes a few hours per week, all during trading hours.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
August 2020 - Present · 6 yrs 2 mos
Innovation Partners LLC
July 2020 - Present · 6 yrs 3 mos
Innovation Partners LLCBroker
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Innovation Partners LLC
July 2020 - August 2020 · 1 mo
Lincoln Financial Securities Corporation
April 2019 - July 2020 · 1 yr 3 mos
Lincoln Financial Securities CorporationBroker
April 2019 - July 2020 · 1 yr 3 mos
Nbc Securities, INC.
November 2013 - April 2019 · 5 yrs 5 mos
Nbc Securities, INC.Broker
October 2013 - April 2019 · 5 yrs 6 mos
Morgan Stanley
September 2011 - October 2013 · 2 yrs 1 mo
Morgan StanleyBroker
September 2011 - October 2013 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1996 - August 2011 · 15 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1995 - August 2011 · 15 yrs 9 mos
Mds Securities IncorporatedBroker
November 1994 - October 1995 · 11 mos
Pruco Securities CorporationBroker
May 1991 - October 1994 · 3 yrs 5 mos
The Prudential Insurance Company of AmericaBroker
May 1991 - December 1993 · 2 yrs 7 mos
State Registrations8 states
CAFLGAILMANCNJSC
AdvisorBrokerBoth

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.
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