Odingard Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

Odingard Capital Management manages investment portfolios for individuals, families, trusts, and retirement plans. For accounts with $500,000 or more, Odingard Capital Management typically hires specialized third-party investment managers to handle day-to-day portfolio decisions while providing ongoing oversight. For smaller accounts under $500,000, Odingard Capital Management manages the portfolio directly using exchange-traded funds matched to your risk tolerance. The firm also offers consulting services for employee benefit plans and pensions. Odingard Capital Management emphasizes transparency and custom portfolio strategies tailored to your financial goals and time horizon.

Assets Under Management$34M
Clients45
Advisors1
Avg. per Client$760K
Avg. per Advisor$34M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+0.50%

Accounts with total assets below $500,000 are charged an annual fee of 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm