AR
CFA
AR
CFA

Andrew Rem

4 Years of Experience
Maple Grove, MN

Andrew Rem is a CFA-designated registered investment advisor at Odinson Partners, LLC, based in Maple Grove, MN, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $1.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$1.3M average
Assets Under Management
$1.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Odinson Partners charges an annual fee based on the value of your portfolio.

  • Non-qualified investors: up to 1.5% per year
  • Qualified investors: up to 1.0% per year, plus a 10% performance fee on gains above a 6% hurdle.

These fees are billed quarterly. The firm requires a minimum of $250,000 to open an account, but this may be waived in certain instances.

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Location

Maple Grove, MN

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Odinson Partners, LLC
November 2021 - Present · 4 yrs 6 mos
State Registrations1 state
MN
Advisor

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
No exam information available for this advisor.
Andrew Rem - Financial Advisor | TrueAdvisor