Odyssey Financial Services offers investment advice on stocks, bonds, mutual funds, and exchange-traded funds. After assessing a client's risk and financial goals, Odyssey creates an asset allocation plan. Clients can choose to have their assets managed with or without Odyssey's discretion. Odyssey also offers financial planning services to help clients manage their income, assets, and liabilities. Financial planning may include investment management.
Fee Structure
Odyssey Financial Services charges a flat fee for creating your investment portfolio and asset allocation. After that, you'll be charged an hourly rate for meetings and ongoing planning work. If you choose to have Odyssey manage your investments with discretion, the fee is typically 0.5% of the total assets managed, billed annually.