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How does the advisor help clients – Key Takeaways:
O’Dowd Asset Management LLC is a reputable financial advisory firm that provides expert and comprehensive services to their clients. With decades of experience and a team of highly qualified financial professionals, they are dedicated to helping their clients achieve their financial goals and secure their future.
Facts and Insights
O’Dowd Asset Management LLC has been in business for over 25 years and has helped countless clients successfully manage their wealth and investments. With a focus on personalized service and a deep understanding of the financial market, they are a trusted and reliable partner for all financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2018 | $500 | 10 |
| 2019 | $750 | 15 |
| 2020 | $1,000 | 20 |
At the end of 2020, O’Dowd Asset Management LLC had a total of $1 billion assets under management and a team of 20 experienced financial advisors.
Financial Services Offered
O’Dowd Asset Management LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Their team of experts works closely with each client to develop a personalized financial plan that aligns with their goals and objectives.
Client Types
O’Dowd Asset Management LLC serves a diverse set of clients, including individuals, families, small business owners, and corporations. They understand that each client has unique financial needs and tailor their services accordingly.
Fees & Compensation
O’Dowd Asset Management LLC charges a fee based on a percentage of assets under management. This fee structure ensures their clients are aligned with their financial goals and eliminates conflicting interests. They are committed to transparent and fair pricing and do not receive any commissions for recommending specific investments.
Background
O’Dowd Asset Management LLC was founded in 1995 by John O’Dowd, a respected and experienced financial advisor. With a passion for helping clients achieve financial success and a deep understanding of the market, John built the firm on the principle of providing personalized, quality service. Today, the firm has expanded and continues to uphold the same values and commitment to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, O’Dowd Asset Management LLC is legally required to disclose any potential conflicts of interest or disciplinary actions. However, they have a clean record with no reported disciplinary actions or conflicts of interest. This demonstrates their dedication to honesty and integrity in serving their clients’ best interests.