Odinson Partners, LLC

Fee-Only (% of Portfolio)

Odinson Partners is an investment management firm offering discretionary asset management services through separately managed accounts. They use a single investment strategy focused on individual stocks with long-term growth potential, but may also invest in options, ETFs, and other securities. This strategy is best for investors with a 5-year or longer time horizon. Odinson Partners works with individuals and high net worth individuals.

Assets Under Management$1.3M
Clients1
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$1.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Odinson Partners charges an annual fee based on the value of your portfolio.

  • Non-qualified investors: up to 1.5% per year
  • Qualified investors: up to 1.0% per year, plus a 10% performance fee on gains above a 6% hurdle.

These fees are billed quarterly. The firm requires a minimum of $250,000 to open an account, but this may be waived in certain instances.

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Location

1 Advisors at this firm