Niall O'malley is a registered investment advisor at Blue Point Investment Management, based in Baltimore, MD, with 12 years of industry experience. Niall 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 31 clients with $74M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable and may be waived. Non-discretionary accounts pay 60% of the stated fees.
Fee Estimator
Location
6115 Falls Road, Suite 101, Baltimore, MD, 21209
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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 →Other Business Activities
Niall is a member of the advisory board for the CFA Society Baltimore and a member of the investment committees for both the Maryland Center for History & Culture and the Boys' Latin School of Maryland. These volunteer roles are investment-related and require minimal time.
Employment History
Current Registrations
Blue Point Investment Management
Previous Registrations
Blue Point Investment Management
State Registrations3 states
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