JO
JO
John O'donnell
13 Years of Experience
Verona, NJ
1 Disclosure
John O'donnell is a registered investment advisor at Makrod Investment Associates INC, based in Verona, NJ, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 557 clients with $800M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
557 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$803.7M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
44 Ann Street, Verona, NJ, 07044
Get directionsHistory
Regulatory History (1)
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Regulatory
July 1989Final
Employment History
Current Registrations
Makrod Investment Associates INC
January 2013 - Present · 13 yrs 4 mos
State Registrations1 state
NJ
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.