Eli Rosenthal is a registered investment advisor at Odyssey Financial Services LLC, based in Los Angeles, CA, with 3 years of industry experience. Eli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Odyssey Financial Services charges a flat fee for creating your investment portfolio and asset allocation. After that, you'll be charged an hourly rate for meetings and ongoing planning work. If you choose to have Odyssey manage your investments with discretion, the fee is typically 0.5% of the total assets managed, billed annually.
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eli works as a full-time software engineer II at SpaceX, developing internal company software. This activity is not investment-related.
Employment History
Current Registrations
Odyssey Financial Services LLC
State Registrations1 state
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