Max Osdol is a CFP-designated registered investment advisor at C.m.bidwell & Associates LTD, based in Honolulu, HI, with 13 years of industry experience. Max 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 165 clients with $270M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Rates shown are for actively managed individual stock portfolios. Fixed income and fund accounts are charged lower rates (0.50% on the first $5M, 0.425% on the next $5M, and 0.375% thereafter). All fees are negotiable.
Fee Estimator
Location
Honolulu, HI
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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 →Employment History
Current Registrations
C.m.bidwell & Associates LTD
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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