Odlum Brown USA provides ongoing investment advice and makes investment decisions based on your individual investment goals. You can place restrictions on investing in certain securities. Accounts can be in Canadian or U.S. currency. The firm primarily uses fundamental analysis to identify investments. Odlum Brown USA is wholly owned by Odlum Brown Limited.
Assets Under Management$160M
Clients238
Advisors29
Avg. per Client$670K
Avg. per Advisor$5.5M
Fee Structure
Investment management only (planning not offered)
Odlum Brown USA's advisory fees are determined on a case-by-case basis between their portfolio managers and their clients, based on the value of the client's portfolio. The maximum annual percentage is 2%. Fees are payable monthly, based on the portfolio's value at the end of the month.
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Location
29 Advisors at this firm
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