Dane Krich
Dane Krich is a registered investment advisor at Odyssey Investments, LLC, based in Ocean City, MD, with 4 years of industry experience. Dane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11 clients with $5.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. Qualified clients can pay 1% of assets plus 20% of capital appreciation.
Fee Estimator
Location
403 Bay Shore Drive, Bay Vista No.18, Ocean City, MD, 21842
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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
Dane is the Manager of the Mid-Atlantic Symphony Orchestra, the Executive Director of the Chesapeake Youth Symphony Orchestra, and teaches classes at Morgan State University. He is also an independent life insurance agent and part of K&M Artists, LLC, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Odyssey Investments, LLC
State Registrations1 state
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.