Daniel O'donnell is a CFA-designated registered investment advisor at Xpotential INC., based in Short Hills, NJ, with 16 years of industry experience. Daniel 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 62 clients with $91M 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 charged at 0.50% per year. Treasury Management is charged at 0.25% per year. Small business retirement plans are charged at 0.50% (or 0.35% for larger transferred asset bases). Minimum annual fee of $1,000 applies.
Fee Estimator
Location
1200 Morris Turnpike, Suite 3005, Short Hills, NJ, 07078
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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
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
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