The O'Donnell Group Fees & Minimum

Overview

Headquarters: Chico, CA
Total Firm Assets: $492 million
Average High-Net-Worth Client Portfolio Size: $4.1 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: ADV FORM 2A (2026-02-10) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$3,000,000	1.00%
$3,000,001	$5,000,000	0.75%
$5,000,001	$10,000,000	0.60%
$10,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$47,500	0.95%
$10 million	$77,500	0.78%
$50 million	$277,500	0.56%
$100 million	$527,500	0.53%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 83.80%
Number of High-Net-Worth Clients: 100
Total Client Accounts: 846
Discretionary Accounts: 846

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 162562

ADV FORM 2A (2026-02-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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