Max Osdol is a CFP-designated registered investment advisor at C.m.bidwell & Associates LTD, based in Honolulu, HI, with 12 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. Their firm serves 144 clients with $210M 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% |
These rates are for accounts with actively managed individual stock portfolios. For fixed income and fund accounts: first $5M: 0.500%, next $5M: 0.425%, thereafter: 0.375%. Balanced accounts with over $1 million in fixed income may elect to have the fixed income portion billed under the fixed income schedule. All fees are negotiable.
Fee Estimator
Location
Honolulu, HI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
C.m.bidwell & Associates LTD
State Registrations3 states
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