Kerry O'brien is a CFP-designated registered investment advisor at Ellevest, based in New York, NY, with 16 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 342 clients with $1B 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 - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $75.0M | 0.50% |
| $75.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Ellevest reserves the right to negotiate different fees for certain clients. Ethic, a sub-adviser, charges up to 0.30% per year. AllianceBernstein, a sub-adviser, charges 0.23% per year.
Fee Estimator
Location
228 Park Ave S, Pmb 94934, New York, NY, 10003
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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 →Employment History
Current Registrations
Ellevest
Beingfit Financial
Previous Registrations
Origin Investment Advisory LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England SecuritiesBroker
Metlife Investors Distribution CompanyBroker
State Registrations3 states
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