Caitlin O'toole
Caitlin O'toole is a registered investment advisor at O'toole Strategic Investments LLC, based in Longwood, FL, with 5 years of industry experience. Caitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
O'Toole Strategic Investments (OSI) does not directly manage your investments. Instead, OSI refers you to third-party money managers (TPMs) who will manage your portfolio. The fees you pay will be based on a percentage of the assets managed by the TPM. OSI receives a portion of the fees charged by the TPM as a referral fee.
The annual fees for the different portfolio types are:
- Strategic Portfolios: 2.00% (1.00% to the third-party manager, 1.00% to OSI)
- Tactical Portfolios: 1.80% (0.80% to the third-party manager, 1.00% to OSI) plus an internal fee of 0.20% from the ETF.
- Allocation & Defined Outcome Portfolios: 1.70% (0.70% to the third-party manager, 1.00% to OSI)
- Preservation Portfolios: 1.00% (0.40% to the third-party manager, 0.60% to OSI)
- Client Directed Accounts: $300 annually to the third-party manager, $0 to OSI. This is a flat fee.
There is also a $15 quarterly service fee for technology and reporting.
Location
900 Fox Valley Drive, Suite 206, Longwood, FL, 32779
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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 ActivitiesSells Insurance
Caitlin works as an insurance agent at The O'Toole Group since 2020, selling and servicing insurance. She dedicates minimal time to this activity and receives no compensation from it.
Employment History
Current Registrations
O'toole Strategic Investments LLC
State Registrations1 state
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