Jason Odell
Jason Odell is a registered investment advisor at Earned Wealth Advisors, LLC, based in Walnut Creek, CA, with 23 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Medical Professionals, and 2 more. Their firm serves 1,326 clients with $1.9B 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 $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. OJM legacy clients have a separate fee schedule: Up to $1,000,000: 1.50%; $1,000,001 - $3,000,000: 1.00%; $3,000,001 - $10,000,000: 0.75%; Above $10,000,000: as negotiated.
Fee Estimator
Location
165 Lennon Lane, Suite 200, Walnut Creek, CA, 94598
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2004Employment History
Current Registrations
Earned Wealth Advisors, LLC
Previous Registrations
Ojm Group, LLC
Princor Financial Services Corporation
State Registrations1 state
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