Stephen O'donnell
Stephen O'donnell is a registered investment advisor at O'donnell Wealth Management, based in Cody, WY, with 4 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 211 clients with $120M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Accounts under $500,000 require executive approval. Fees may be negotiated in certain circumstances.
Fee Estimator
Location
627 Yellowstone Avenue, Cody, WY, 82414
Get directionsHistory
Regulatory History (1)
Financial
November 2018Other Business Activities
Stephen works as a reserve police officer for the Town of Jackson Police Department, dedicating a few hours per week. He is also a notary public and operates O'Donnell Wealth Management as a registered investment advisor, spending nearly all of his time on this business.
Employment History
Current Registrations
O'donnell Wealth Management
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
State Registrations2 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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