Achim Bodman
Achim Bodman is a CFP-designated registered investment advisor at Orbit Financial Planning and Investments, based in Champaign, IL, with 15 years of industry experience. Achim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances, among others.
Fee Estimator
Location
Champaign, IL
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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 Activities
Achim is an investor in Soccer Planet, an indoor athletic field, since 2018. He dedicates about 10-20% of his time to decisions and guidance for field use, maintenance, and overall management.
Employment History
Current Registrations
Orbit Financial Planning and Investments
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Nadler Financial Group, INC.
Ausdal Financial Partners, INC.Broker
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Gryphon Advisors, LLC
Gryphon Advisors
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.