Daniel O'donnell is a CFA-designated registered investment advisor at Xpotential INC., based in New Providence, NJ, with 15 years of industry experience. Daniel 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 62 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Strategic Asset Allocation is provided at 0.5% fee. Fees are negotiable. Minimum annual fee of $1000.
Fee Estimator
Location
121 Chanlon Road, Suite 321, New Providence, NJ, 07974-1543
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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
Daniel is an independent director on the board of directors for Informetric Systems Inc, a software company, since 2019. He spends minimal time on this role, attending quarterly board meetings, and receives no monetary compensation.
Employment History
Current Registrations
Xpotential INC.
State Registrations3 states
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