Robert O'brien is a CFP, ChFC-designated registered investment advisor at Capital Enhancement, LLC, based in Warren, NJ, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 22 clients with $100M 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 | 0.75% |
Fees are negotiable and typically bundled to include tax preparation and financial advice.
Fee Estimator
Location
25 Independence Blvd, Suite 101, Warren, NJ, 07059
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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 →Employment History
Current Registrations
Capital Enhancement, LLC
Previous Registrations
Bls Advisors LLC
Ernst & Young Investment Advisers LLP
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.
Exams
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