Odinic Advisors provides personalized investment management and financial planning services to individuals, high-net-worth individuals, and business entities. Odinic Advisors helps clients build customized portfolios tailored to their specific financial goals, time horizons, and risk tolerance, utilizing strategies that include fundamental and technical analysis. In addition to investment portfolio management, Odinic Advisors offers comprehensive financial planning covering retirement, taxes, estate planning, education funding, and divorce-related financial issues. The firm also provides federal retirement plan fiduciary services. Odinic Advisors operates as a registered investment advisor based in Plympton, Massachusetts, and is led by its founder, Matthew C. Gallagher, who also offers related tax, legal, and insurance services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Annual management fee is 1.15% of assets under management, negotiable based on account size. Accounts may be aggregated to achieve a lower rate.