Matthew O'brien
Matthew O'brien is a CFP-designated registered investment advisor at Voya Financial Advisors, INC., based in Boston, MA, with 19 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B 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 $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
121 Seaport Boulevard, 11th floor, Boston, MA, 02210
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 ActivitiesSells Insurance
Matthew is an independent insurance agent selling fixed insurance products since 2017, dedicating full-time hours to this activity. He also has a financial services DBA, Matthew O'Brien CFP, where he sells and services insurance, securities, and investment products, dedicating minimal time to this.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Financial Foundations, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Gwfs Equities, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations17 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.
Exams
More Advisors
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- Benjamin Warren, CFPVoya Financial Advisors, INC.
- Aaron Stoner, CFPVoya Financial Advisors, INC.