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ODA and Company, Inc. is a reputable financial services firm that has been providing expert advice and guidance to its clients for over 20 years. With a team of knowledgeable and experienced advisors, ODA and Company, Inc. has established itself as a trusted resource for individuals and businesses looking to achieve financial success.
How does the advisor help clients – Key Takeaways:
- ODA and Company, Inc. offers personalized financial solutions to address the unique needs and goals of each client.
- The firm’s advisors have a deep understanding of financial markets and trends, and use this knowledge to inform their recommendations.
- ODA and Company, Inc. prides itself on providing transparent and unbiased advice, always putting the best interests of the client first.
Facts and Insights
ODA and Company, Inc. has established itself as a leader in the financial services industry, with a strong track record of success. Here are some key facts and insights about the firm:
- Assets Under Management: $2.5 billion
- Number of Advisors: 50+
- Time in Business: 20+ years
Financial Services Offered
ODA and Company, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services provided by the firm include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Wealth Management
- Insurance Services
Client Types
ODA and Company, Inc. caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
ODA and Company, Inc. operates on a fee-based model, which means that the firm charges a percentage of the client’s assets under management as compensation for their services. This model aligns the interests of the firm with those of the client, as the advisors’ compensation is tied to the performance of the client’s investments.
Background
ODA and Company, Inc. was founded in 1998 by John Oda, a highly experienced and knowledgeable financial advisor. Over the years, the firm has grown and expanded its team of advisors, but its core values of transparency, integrity, and personalized service have remained unchanged.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest or disciplinary events that may impact the recommendations and services provided by a financial advisor. ODA and Company, Inc. has a clean disciplinary record and always discloses any conflicts of interest to its clients.