Patricia Hornak-Box
Patricia Hornak-Box is a registered investment advisor at Oda and Company, INC., based in Medina, OH, with 32 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 263 clients with $110M 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 | 1.00% |
| $100K - $300K | 0.95% |
| $300K - $400K | 0.90% |
| $400K - $500K | 0.85% |
| $500K - $600K | 0.80% |
| $600K - $700K | 0.75% |
| $700K - $800K | 0.70% |
| $800K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees are based on custodian reported account size. GWP Managed Service clients are charged an account fee consisting of an LPL program fee of 0.35% and an advisor fee of 0.45%. MWP account fee has a maximum of 1.25% which consists of the LPL Program fee.
Fee Estimator
Location
416 West Liberty, Medina, OH, 44256-2222
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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 ActivitiesSells Insurance
Patricia is involved with non-variable insurance since 2008. She also has a DBA, Simply Financial Wealth Management, LLC, since 2010.
Employment History
Current Registrations
Oda and Company, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Royal Alliance Associates, INC.Broker
Money Concepts Capital CORPBroker
State Registrations1 state
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.