Odyssey Investments, LLC is a financial services firm that provides personalized financial planning and investment management to help clients reach their financial goals. With $500 million in assets under management, the firm has a team of 10 experienced financial advisors who have been in business for over 15 years. They provide comprehensive services such as investment strategies, retirement planning, estate planning, and insurance solutions to a diverse range of clients including high net worth individuals, retirees, and business owners.
The firm charges a percentage of assets under management as fees, with a fee tier structure based on the amount of assets. They also have a transparent fee policy and do not charge any commissions on investment recommendations. Odyssey Investments, LLC is registered with the Securities and Exchange Commission and their advisors are required to have proper qualifications and certifications. Clients can expect full transparency and no disciplinary events or pending legal actions from the firm. For more details, clients can refer to the firm's Form ADV.
Conflicts of Interest
As a fee-only financial advisor, MONTGOMERY FINANCIAL does not receive commissions or kickbacks from recommending specific investments. However, our advisors may receive referral fees from certain service providers, such as insurance companies or estate planning attorneys. These fees do not impact the advice we give to our clients and we always strive to recommend the best options for their specific needs.
In addition, some of our advisors may have personal investments in some of the funds or investments we recommend to our clients. However, we have strict policies in place to avoid any conflicts of interest and always act in our clients' best interests.
Finally, some of our advisors may also be registered representatives with a broker-dealer, which means they may earn additional compensation for selling certain investment products. However, our advisors are required to disclose any potential conflicts of interest and always prioritize putting our clients' interests first.