John O'connor
John O'connor is a registered investment advisor at O'connor Wealth Management, INC., based in Monrovia, CA, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 217 clients with $160M 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 are negotiable for client relationships with total account values of $3 million or more. OWM may discount or waive advisory fees for accounts with less than $3 million in assets.
Fee Estimator
Location
139 E. Colorado Blvd, Suite 2, Monrovia, CA, 91016
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2003Other Business ActivitiesSells Insurance
John is a licensed insurance agent since 1999 and may recommend life insurance or annuity products, receiving commissions. He occasionally underwrites term life insurance and annuity products, dedicating minimal time to this activity.
Employment History
Current Registrations
O'connor Wealth Management, INC.
Previous Registrations
Securities America Advisors, INC.
VALIC Financial Advisors, INC.
Securities America Advisors, INC.
Brecek & Young Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.