Michael O'brien
Michael O'brien is a CFA-designated registered investment advisor at O'brien Investment Management, LLC, based in Torrance, CA, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 157 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
All fees are negotiable. An additional fee of 0.25% will be added to the overall fee for a Held Away Account. The maximum annual rate is 1% and under certain circumstances a minimum annual fee may apply. Under no circumstances will the advisory fee exceed 3%. We also manage some family and related accounts at a discount or without charge.
Fee Estimator
Location
24594 Hawthorne Blvd., Torrance, CA, 90505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
O'brien Investment Management, LLC
Previous Registrations
Evercore Wealth Management, LLC
Mt. Eden Investment Advisors, LLC
State Registrations3 states
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