Heath Odom
Heath Odom is a registered investment advisor at Strategic Advisers LLC, based in Palm Beach Gardens, FL, with 33 years of industry experience. Heath is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
3501 Pga Boulevard, Grand Bank Center Suite 100, Palm Beach Gardens, FL, 33410-2709
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Painewebber IncorporatedBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations6 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.
Exams
More Advisors
- Jason DroddyStrategic Advisers LLC
- Richard Gaff, CFPStrategic Advisers LLC
- William Marazzi, CFPStrategic Advisers LLC
- Amy Owen, CFPHb Wealth
- David Swank, CFAHood River Capital Management LLC
- Paul Conklin, CFPMorgan Stanley