Odyssey Investments provides investment management services to clients under a wrap fee program. Odyssey Investments creates an investment policy statement for each client, which outlines the client’s current situation, income, tax levels, and risk tolerance levels. Portfolio management services include determining investment strategy, personal investment policy, asset allocation, asset selection, assessment of risk tolerance, and regular portfolio monitoring.
Assets Under Management$5.8M
Clients11
Advisors2
Avg. per Client$530K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. Qualified clients can pay 1% of assets plus 20% of capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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