Christina O'bryan is a CFP-designated registered investment advisor at Beacon Asset Management, based in Owensboro, KY, with 14 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 134 clients with $36M 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 $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be discounted or waived at the discretion of the adviser.
Fee Estimator
Location
Owensboro, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christina is a board member for the Daviess County Water District and serves as Vice President of the Kentucky Rural Water Association Inc. She also owns American Tax Service LLC, a tax preparation and bookkeeping service, dedicating about 25 hours per week during tax season.
Employment History
Current Registrations
Beacon Asset Management
State Registrations2 states
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