How does the advisor help clients – Key Takeaways:
O’DELL CAPITAL MANAGEMENT is a reputable financial management firm that provides expert services and guidance to its clients. By leveraging their knowledge and experience in the financial industry, the company is able to assist individuals and businesses in achieving their financial goals.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
O’DELL CAPITAL MANAGEMENT offers a wide range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Portfolio Management
- Retirement Planning
- Investment Advice
- Tax Planning
- Estate Planning
Client Types
The company caters to a variety of clients, including individuals, families, and businesses of all sizes. They have a diverse client base, which allows them to understand and address the unique needs and concerns of each client.
Fees & Compensation
O’DELL CAPITAL MANAGEMENT operates on a fee-based system, where clients are charged a percentage of their assets under management. This form of compensation aligns the company’s interests with those of its clients, as they only benefit when their clients’ portfolios grow.
Background
Founded in 1995, O’DELL CAPITAL MANAGEMENT has proven to be a reliable partner for individuals and businesses seeking professional financial advice and management. With over 25 years of experience in the industry, the company has established a solid reputation for providing personalized and expert services to their clients.
Financial Advisor Disclosures to Know
As with any financial firm, O’DELL CAPITAL MANAGEMENT has certain disclosures that clients should be aware of. These include:
- Certifications or licenses held by advisors
- Any past disciplinary actions taken against the firm or its advisors
- Disclosure of potential conflicts of interest
Clients can access these disclosures on the company’s website or by requesting them directly from their advisor.