Sally Sulcove is a CFA, CFP-designated registered investment advisor at Obrien Greene & CO INC, based in Media, PA, with 22 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 150 clients with $420M 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 $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee structures may be adjusted at the discretion of the firm. The firm has a program for the young adult children of clients. For this program there is no minimum account balance. The fee for the first year is $250. Thereafter: 0.95% of assets. There is also a program for young professionals. The fee is 0.85% on assets.
Fee Estimator
Location
218 W. State St., Media, PA, 19063
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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
Obrien Greene & CO INC
State Registrations1 state
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