AO
AO

Andrew O'connell

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
177 advisors
Number of Clients
4,540 clients
Average Client Portfolio
$13.7M average
Assets Under Management
$62.0B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.10%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.80%
$50M+0.70%

Fees may be negotiable. Minimum fee is the lesser of $25,000 or 2.00% of Managed Assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$25,000
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Location

20 Horseneck Lane, Greenwich, CT, 06830

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cresset Asset Management, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
First Republic Investment Management, INC.
April 2022 - May 2023 · 1 yr 1 mo
First Republic Securities Company, LLCBroker
September 2015 - May 2023 · 7 yrs 8 mos
Constellation Wealth Advisors LLCBroker
January 2012 - October 2015 · 3 yrs 9 mos
State Registrations3 states
CTNYTX
Advisor
Exams
No exam information available for this advisor.