Devin O'rourke
Devin O'rourke is a registered investment advisor at O'rourke & Company, Incorporated, based in Boston, MA, with 12 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 580 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
O'Rourke & Company charges an annual fee for managing your investments, ranging from 0.30% to 1.00% of the value of your portfolio. The exact percentage is negotiated based on the size of your accounts, the complexity of your needs, and the scope of services. The more assets you have under management, the lower the percentage fee may be. These fees are negotiable. Fees are billed quarterly based on the value of the account on the last day of each calendar quarter.
Location
84 State Street, Suite 840, Boston, MA, 02109
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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 ActivitiesSells Insurance
Devin works in comprehensive wealth management and advisory services through O'Rourke & Company, dedicating full-time hours to these activities. Devin also sells fixed insurance products, including life and long-term care, and is a notary public.
Employment History
Current Registrations
O'rourke & Company, Incorporated
Cetera Advisors LLCBroker
Previous Registrations
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
Investors Capital CORP.Broker
State Registrations1 state
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.