O'Dowd Asset Management (OAMLLC) offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. OAMLLC also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. OAMLLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, ETFs and private placements.
Assets Under Management$33M
Clients109
Advisors1
Avg. per Client$310K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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