Oda and Company provides financial planning to help clients evaluate their financial situation, goals, and risk tolerance. They also offer investment management services through LPL Financial, using model portfolios based on client goals and risk tolerance. Oda and Company can also recommend third-party investment advisors. They require clients to establish an account with LPL Financial, LLC.
Assets Under Management$110M
Clients263
Advisors2
Avg. per Client$420K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $300K | 0.95% |
| $300K - $400K | 0.90% |
| $400K - $500K | 0.85% |
| $500K - $600K | 0.80% |
| $600K - $700K | 0.75% |
| $700K - $800K | 0.70% |
| $800K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees are based on custodian reported account size. GWP Managed Service clients are charged an account fee consisting of an LPL program fee of 0.35% and an advisor fee of 0.45%. MWP account fee has a maximum of 1.25% which consists of the LPL Program fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...