Wesley Odom is a registered investment advisor at Armada Advisors, based in Pensacola, FL, with 32 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 323 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Armada Advisors' annual fee for investment advisory services is based on the assets managed. The fee varies depending on the type of asset:
- Equities/ETFs: 1.50%
- Mutual Funds: 1.00%
- Bonds: 0.50%
- Cash/Money Market: 0.50%
- ETF only: 0.35%
Fees are re-evaluated annually based on the client's asset allocation. Fees may be negotiable based on factors like client type, account size, or portfolio complexity.
Location
1800 N E Street, Pensacola, FL, 32501
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Regulatory History (1)
Customer Dispute
April 1999Other Business Activities
Wesley owns Go Retro (tour company) and Mr. Retro (importer), established in 2012. He spends minimal time on these ventures, dedicating a few hours per week to Go Retro and minimal time to Mr. Retro.
Employment History
Current Registrations
Armada Advisors
Previous Registrations
Citigroup Global Markets INC.
State Registrations5 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.