Barry Obrien is a CFP-designated registered investment advisor at O'brien Asset Management, based in Eliot, ME, with 18 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 48 clients with $33M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Location
Eliot, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
O'brien Asset Management
State Registrations1 state
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