Facts and Insights
ODER INVESTMENT MANAGEMENT, LLC is a highly reputable financial firm that provides expert advice and management services to clients who are looking to grow and protect their wealth. Led by a team of experienced professionals with extensive knowledge in the financial industry, ODER INVESTMENT MANAGEMENT, LLC offers personalized strategies and solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
– ODER INVESTMENT MANAGEMENT, LLC focuses on creating custom investment plans that align with the unique needs and goals of each client.
– ODER INVESTMENT MANAGEMENT, LLC provides ongoing monitoring and management of investments to ensure they remain in line with clients’ objectives.
– ODER INVESTMENT MANAGEMENT, LLC offers comprehensive financial planning services, including retirement planning, tax planning, and estate planning.
– ODER INVESTMENT MANAGEMENT, LLC stays up-to-date with the latest market trends and utilizes a disciplined and research-driven approach to make informed investment decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15 years |
Financial Services Offered
– Investment Management
– Retirement Planning
– Tax Planning
– Estate Planning
– Risk Management
Client Types
– Individuals
– Families
– High-net-worth individuals
– Businesses
Fees & Compensation
ODER INVESTMENT MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee may vary depending on the level of services provided and the complexity of the client’s financial situation. Clients can expect full transparency when it comes to fees and will have access to a detailed breakdown of costs.
Background
ODER INVESTMENT MANAGEMENT, LLC was founded in 2005 by John Oder, a seasoned financial advisor with over 20 years of experience in the industry. Under his leadership, the firm has grown to become a trusted name in the financial world, providing top-notch financial services and advice to a diverse range of clients.
Financial Advisor Disclosures to Know
– ODER INVESTMENT MANAGEMENT, LLC is a registered investment advisor with the US Securities and Exchange Commission (SEC).
– The firm does not have any disciplinary actions or regulatory events on record.
– ODER INVESTMENT MANAGEMENT, LLC has a fiduciary duty to act in the best interests of its clients at all times.