O'Donnell Wealth Management manages investment portfolios and provides personalized financial planning for individuals, families, trusts, and estates. The firm focuses on capital preservation and risk-adjusted returns using a tactical, value-driven approach that emphasizes dividend-paying stocks, exchange-traded funds, and fixed income investments. O'Donnell Wealth Management operates as a discretionary investment manager, meaning the firm makes day-to-day buy and sell decisions on your behalf based on an agreed-upon personal investment plan. Financial planning is included at no additional charge as part of the core investment management service, covering areas such as asset allocation, retirement projections, estate planning strategies, and insurance analysis. The firm does not use third-party managers or model portfolios, preferring to handle all research and portfolio construction in-house from its Cody, Wyoming office.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Accounts under $500,000 require executive approval. Fees may be negotiated in certain circumstances.