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Michael Odonohue

31 Years of Experience
Valley Cottage, NY
3 DisclosuresBroker

Michael Odonohue is a registered investment advisor at Four Points Advisors, LLC, based in Valley Cottage, NY, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 81 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
81 clients
Average Client Portfolio
$457K average
Assets Under Management
$37.0M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.75%
$2.0M - $5.0M1.25%
$5M+1.25%

Fees are capped at these percentages and are negotiable. If client assets are placed with an Independent Manager available through the Adhesion platform, a separate, additional fee of up to 0.08% annually will be charged to the client. Fees for assets managed by an Independent Manager will vary based on the Independent Manager’s fee schedule and will generally range from 0.20 - 0.50% annually. The Adhesion fee and Independent Manager fee is not charged in addition to Four Points’ advisory fee; rather, it is deducted from the total fee agreed upon with Four Points.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Valley Cottage, NY

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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
March 2013
Settled
Customer Dispute
January 2011
Settled
Customer Dispute
April 1996
Settled
Other Business Activities

Michael is a registered representative with Four Points Capital Partners since 2011, spending about half of his time there. He is also an investment advisor representative with Four Points Advisors since 2022, also dedicating about half of his time. Michael is also a trustee of a family trust.

Employment History
Current Registrations
Four Points Advisors, LLC
September 2022 - Present · 3 yrs 8 mos
Four Points Capital Partners LLC
April 2011 - Present · 15 yrs 1 mo
Four Points Capital Partners LLCBroker
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Wedbush Securities INC.Broker
June 2007 - April 2011 · 3 yrs 10 mos
Brookstreet Securities CorporationBroker
September 2001 - June 2007 · 5 yrs 9 mos
Emerson Bennett & AssociatesBroker
June 2000 - December 2001 · 1 yr 6 mos
Fin-Atlantic Securities, INC.Broker
June 1998 - October 1998 · 4 mos
Monroe Parker Securities, INC.Broker
August 1994 - December 1997 · 3 yrs 4 mos
Biltmore Securities, INCBroker
January 1993 - August 1994 · 1 yr 7 mos
Stratton Oakmont INC.Broker
December 1992 - January 1993 · 1 mo
State Registrations10 states
CAFLIAIDMNMSNYVAWAWI
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.