Oder Investment Management (OIM) offers financial planning and investment management services. OIM provides advice on asset allocation and investment selection, designing and monitoring client accounts. OIM generally invests accounts on a discretionary basis. OIM also offers financial planning services, from broad planning to custom planning focused on specific areas requested by the client.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally set at 1%. If a client has an account that will not require as much of our time because it is primarily cash or fixed income, we will negotiate a lower fee. Some accounts are under different fee schedules honoring prior agreements. Our standard fee schedule is generally negotiable based on a number of factors, which include but are not limited to “grandfathered” accounts, related accounts, and other structures that we may consider in special situations. We also manage some family and related accounts without charge.