Trevor Odom is a registered investment advisor at Armada Advisors, based in Pensacola, FL, with 5 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 323 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Armada Advisors' annual fee for investment advisory services is based on the assets managed. The fee varies depending on the type of asset:
- Equities/ETFs: 1.50%
- Mutual Funds: 1.00%
- Bonds: 0.50%
- Cash/Money Market: 0.50%
- ETF only: 0.35%
Fees are re-evaluated annually based on the client's asset allocation. Fees may be negotiable based on factors like client type, account size, or portfolio complexity.
Location
1800 N E Street, Pensacola, FL, 32501
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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
Armada Advisors
Previous Registrations
Beacon Global Advisor Network, LLC
Armada Advisors
State Registrations2 states
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