Peter O'brien
Peter O'brien is a registered investment advisor at Mpm Financial Corporation, based in Maplewood, MN, with 36 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 66 clients with $30M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Accounts within the same household may be combined for a reduced fee. The annual fee is negotiable.
Fee Estimator
Location
Maplewood, MN
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Peter is the owner and IAR of MPM Financial Corporation, an RIA business, dedicating nearly full-time hours to this role. Peter also works as an agent selling fixed insurance products, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Mpm Financial Corporation
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Invest Financial CorporationBroker
Locust Street Securities, INC.Broker
Polaris Financial Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
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.