Kristine O'brien is a registered investment advisor at Wealth Transitions, LLC, based in Cincinnati, OH, with 18 years of industry experience. Kristine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 51 clients with $46M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable. The brochure states a range of 0.80%-0.90% for the first tier; the higher value was used.
Fee Estimator
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealth Transitions, LLC
Previous Registrations
Crew Capital Management, LTD.
Haberer Registered Investment Advisor INC
Lincoln Financial Advisors Corporation
State Registrations2 states
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