Christopher Odonnell
Christopher Odonnell is a registered investment advisor at North South Capital, LLC, based in New Lenox, IL, with 22 years of industry experience. Christopher 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 133 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
North South Capital charges an annual fee for investment management that varies between 0.75% and 2.00% of the value of your portfolio. The fee is charged quarterly in advance, and is pro-rated for partial quarters. Fees may be negotiable.
Location
321 West Maple Street, Suite 100, New Lenox, IL, 60451
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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
Christopher is a life insurance agent selling fixed life insurance since February 2023. This activity requires minimal time.
Employment History
Current Registrations
North South Capital, LLCBroker
North South Capital, LLC
Previous Registrations
Podesta & CO.Broker
Kws Associates, INC.Broker
State Registrations12 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.