Joseph O'connor
Joseph O'connor is a CFA-designated registered investment advisor at Strategic Advisers LLC, based in Merrimack, NH, with 14 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Two Contra Way, Merrimack, NH, 03054-4334
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2006Other Business Activities
Joseph is a board member and treasurer for Life / Work Direction, an organization that provides individual and group services. He dedicates minimal time to this role.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
J.P. Morgan Securities LLCBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Commonwealth Financial NetworkBroker
State Registrations52 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.