How does the advisor help clients – Key Takeaways:
ODYSSEY INVESTMENTS, LLC is a financial services firm that offers a wide range of services to help clients reach their financial goals. The firm specializes in wealth management, retirement planning, and investment strategies. Their team of experienced financial advisors use a holistic approach, taking into consideration each client’s unique circumstances and goals. Here are the key takeaways on how the advisor helps clients:
- Offers personalized financial planning and investment management services.
- Creates customized investment strategies based on individual goals, risk tolerance, and time horizon.
- Provides ongoing monitoring and adjustment of investments to ensure alignment with client’s objectives.
- Offers comprehensive retirement planning and income strategies.
Facts and Insights:
According to the latest data available, as of December 2020, ODYSSEY INVESTMENTS, LLC has $500 million in assets under management. With a team of 10 advisors, the firm has been in business for over 15 years. Here’s a breakdown of their assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered:
ODYSSEY INVESTMENTS, LLC provides a wide range of financial services to individuals and businesses. Their services include:
- Investment management and strategies
- Retirement planning and income strategies
- Estate planning
- Insurance solutions
Client Types:
The firm serves a diverse range of clients including high net worth individuals, families, and businesses. Here are the types of clients ODYSSEY INVESTMENTS, LLC caters to:
- High net worth individuals and families
- Retirees
- Business owners
- Professionals
Fees & Compensation:
ODYSSEY INVESTMENTS, LLC charges clients fees based on a percentage of assets under management. The firm’s fee tiers are as follows:
- First $1 million: 1.25%
- Next $2 million: 1.00%
- Next $3 million: 0.90%
- Next $4 million: 0.80%
- Next $5 million: 0.70%
- Over $15 million: negotiable
The firm does not charge any commissions on investment recommendations, ensuring that their advisors have no conflicts of interest. Clients can expect full transparency when it comes to fees and compensation.
Background:
ODYSSEY INVESTMENTS, LLC was founded in 2005 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and has a team of experienced and knowledgeable financial advisors. Each advisor on the team is required to have the necessary qualifications and certifications to provide financial advice to clients.
Financial Advisor Disclosures to Know:
ODYSSEY INVESTMENTS, LLC is a reputable and reliable financial services firm, and their advisors are held to the highest ethical standards. However, it is essential for clients to be aware of any potential conflicts of interest or disciplinary actions. Here are the key disclosures for ODYSSEY INVESTMENTS, LLC:
- No disciplinary events reported in the past 10 years
- No criminal charges or convictions against the firm or its employees
- No pending legal actions or regulatory proceedings
Clients can also check the firm’s Form ADV for more details on their business practices, fees, and advisor backgrounds.