Shaun O'connor
Shaun O'connor is a registered investment advisor at Firstrust Financial Advisors, based in Conshohocken, PA, with 24 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable and may be lower based on client tenure or advisor discretion.
Fee Estimator
Location
15 E Ridge Pike, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Shaun is an independent insurance agent selling various insurance products through Firstrust Financial Resources, dedicating a few hours per week. He is also an Investment Advisor Representative with Firstrust Financial Advisors, spending minimal time on this role.
Employment History
Current Registrations
Firstrust Financial Advisors
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities, INCBroker
Equity Services, INC.Broker
Esi Financial Advisors
Financial Network Investment CorporationBroker
Financial Network Investment Corporation
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
AXA Advisors, LLCBroker
Shamrock Partners, LTDBroker
State Registrations18 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.