Eric Odum is a registered investment advisor at Navigar Advisors, INC., based in Tampa, FL, with 27 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 5 clients with $2.9M 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 $500K | 1.15% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are for equities, annuities, mutual funds, preferred stocks, and options. Fees are negotiable. For fixed income: First $500,000: 0.50%, Next $2,500,000: 0.40%, Next $2,000,000: 0.30%, Next $5,000,000: 0.25%, Above $10,000,000: 0.20%
Fee Estimator
Location
412 East Madison Street, #916, Tampa, FL, 33602
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2009Customer Dispute
September 2009Other Business Activities
Eric is involved with Florida ROI Commercial Properties Brokerage, Inc and Florida Investment Real Estate, LLC since 2008 and 2012 respectively, selling real estate and managing commercial properties. This takes about 10-20% of Eric's time.
Employment History
Current Registrations
Navigar Advisors, INC.
Previous Registrations
Gunnallen Financial, INC
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.