Erin Foley is a registered investment advisor at O'shaughnessy Asset Management, LLC, based in Stamford, CT, with 18 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 11,156 clients with $20B 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 $25.0M | 0.85% |
| $25.0M - $100.0M | 0.75% |
| $100M+ | 0.60% |
Fees vary significantly depending on the specific strategy selected (ranging from 0.35% to 1.15%). The schedule shown reflects the Small Cap Growth strategy. Other strategies have different tiers and flat rates.
Fee Estimator
Location
100 First Stamford Place, Stamford, CT, 06902
Get directionsHistory
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 →Other Business Activities
Erin is a passive investor in a start-up company, Ellison Eyewear, with purely financial involvement and no managerial or operational responsibilities. She does not devote any time to this business during normal business hours.
Employment History
Current Registrations
O'shaughnessy Asset Management, LLC
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
More Advisors
- Haoqi Zhang, CFAO'shaughnessy Asset Management, LLC
- Kristopher Smith, CFAO'shaughnessy Asset Management, LLC
- Euan Mackay, CFAO'shaughnessy Asset Management, LLC
- Claire Noel, CFAO'shaughnessy Asset Management, LLC
- Peter Hayes, ChFCO'shaughnessy Asset Management, LLC
- Mary Erwin, CFAO'shaughnessy Asset Management, LLC