Odyssey Group Wealth Advisors offers investment management and financial planning services. Financial planning involves reviewing a client's current situation, setting goals, and creating a plan to achieve them. Investment management services are tailored to meet the client's objectives and risk tolerance, using stocks, bonds, exchange-traded funds, and mutual funds. OGWA typically manages investments with the authority to make trades without asking first, but clients can place restrictions on their accounts.
Assets Under Management$390M
Clients245
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be lower than 1% or higher than 0.4% based on the nature of the account. Financial planning services are included in the investment management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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