Rory Obrien
Rory Obrien is a registered investment advisor at Schwerin Boyle Capital Management, INC, based in Springfield, MA, with 9 years of industry experience. Rory 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 177 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable with certain clients.
Fee Estimator
Location
One Monarch Place, Suite 700, 1414 Main Street, Springfield, MA, 01144-0700
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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
Schwerin Boyle Capital Management, INC
State Registrations1 state
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