Benjamin O'brien is a registered investment advisor at Capital Management Advisors LP, based in Houston, TX, with 15 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 53 clients with $80M 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Fees for the management of laddered bond portfolios may vary according to the size and complexity of the account. Fees for the investment management of qualified plans held by another custodian are set on a case by case basis.
Fee Estimator
Location
16225 Park Ten Place, Suite 500, Houston, TX, 77084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is a Private Client Services Manager at Capital Management Advisors LP, dedicating nearly full-time hours to back-office duties, investment planning, and client communication. He also serves as a General Partner for CMA Energy Fund Management LLC and CMA Energy Fund Management II LLC, spending minimal time confirming back-office operations.
Employment History
Current Registrations
Capital Management Advisors LP
State Registrations1 state
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