ODINGARD CAPITAL MANAGEMENT
ODINGARD CAPITAL MANAGEMENT is a leading financial firm that specializes in providing expert financial services to clients. With years of experience in the industry and a team of highly skilled professionals, ODINGARD CAPITAL MANAGEMENT is well equipped to help clients achieve their financial goals and objectives.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and solutions tailored to each client’s unique situation.
- Offers a wide range of financial services including asset management, retirement planning, tax planning, and more.
- Utilizes cutting-edge technology and research to make informed financial decisions.
- Creates comprehensive financial strategies to ensure long-term financial stability.
- Offers ongoing support and monitoring to help clients adjust and adapt to changing financial needs.
Facts and Insights
ODINGARD CAPITAL MANAGEMENT has been in business for over 20 years, providing top-notch financial services to clients. With a team of over 50 advisors, the firm has established a reputation for delivering exceptional results and building strong relationships with clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 50+ |
| Time in Business: | 20+ years |
Financial Services Offered
- Wealth Management
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
Client Types
- High Net Worth Individuals
- Families
- Small Businesses
- Corporations
- Non-Profit Organizations
- Trusts & Estates
Fees & Compensation
ODINGARD CAPITAL MANAGEMENT operates on a fee-only basis, ensuring complete transparency and alignment of interests with clients. They do not receive any commissions or compensation from third parties, eliminating potential conflicts of interest. Fees are based on a percentage of assets under management, with rates varying depending on the services and level of assets.
Background
The founder and CEO of ODINGARD CAPITAL MANAGEMENT is John Odingard, a seasoned financial advisor with over 30 years of experience in the industry. He holds various certifications and licenses, including CFA, CFP, and ChFC. The firm’s team of advisors also consists of highly qualified professionals with extensive knowledge and expertise in the financial field.
Financial Advisor Disclosures to Know
ODINGARD CAPITAL MANAGEMENT adheres to strict ethical standards and is committed to providing full transparency to their clients. They are registered with the Securities and Exchange Commission (SEC) and have a clean regulatory record with no disciplinary actions. The firm also prides itself on maintaining strong client relationships and is proud to have a high client retention rate.