John Obrien
John Obrien is a registered investment advisor at Prime Capital Financial, based in Daytona Beach, FL, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B 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 | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
1663 N Clyde Morris Blvd, Suite 2, Daytona Beach, FL, 32117
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2024Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Santander Securities LLCBroker
Santander Securities
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
PFS Investments INC.Broker
State Registrations10 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.
Exams
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