Michael O'connor is a CFP-designated registered investment advisor at Capasso Planning Partners LLC, based in Charleston, SC, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 358 clients with $270M 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $4.5M | 0.70% |
| $4.5M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable and vary by client. The maximum annual fee is 1.25%. Financial planning fees are separate from investment management fees.
Fee Estimator
Location
635 East Bay Street, Suite C, Charleston, SC, 29403
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 →Employment History
Current Registrations
Capasso Planning Partners LLC
Previous Registrations
Summit Financial, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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
- Charles Capasso, CFPCapasso Planning Partners LLC
- Martin Sergi, CFPStrategic Blueprint, LLC
- M Wertz, CFPYourvalues Wealth Counsel, LLC
- Ashley Carter, CFPWells Fargo Advisors
- Justin Kizer, CFPThe Strategic Financial Alliance
- Mario Nardone, CFAEast Bay Investment Solutions