John O'brien is a CFP-designated registered investment advisor at O'brien Capital Management, INC., based in Nyack, NY, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 41 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at OCM's discretion.
Fee Estimator
Location
48 Burd Street, Ste. 209, Nyack, NY, 10960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
O'brien Capital Management, INC.
State Registrations2 states
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