Odinic Advisors provides financial planning to help clients evaluate their financial situation, goals, and risk tolerance. They also offer investment management services, creating customized portfolios based on client objectives and risk parameters. Portfolios typically include bonds, mutual funds, stocks, and exchange-traded funds. Odinic Advisors also offers ERISA fiduciary services.
Assets Under Management$3.8M
Clients24
Advisors1
Avg. per Client$160K
Avg. per Advisor$3.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Fee is negotiable based on the size of the account. Clients may aggregate accounts to achieve a lower management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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