O'Donnell Wealth Management (OWM) helps clients build, manage, and preserve their wealth through investment management and financial planning. OWM manages accounts on a discretionary basis, allocating assets among various securities based on client objectives, risk tolerance, and liquidity needs. Financial planning is included with investment management services and can cover asset allocation, estate planning, insurance needs analysis, and retirement planning. OWM also provides education on estate and legacy planning strategies.
Assets Under Management$120M
Clients211
Advisors4
Avg. per Client$580K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees may be negotiable. Employees and their family related accounts are charged a reduced fee for our services. These fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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