Shawn O'brien is a registered investment advisor at Cois Dara Investing, based in Ridgewood, NJ. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified clients may alternatively choose a performance-based fee structure consisting of 0.00% management fee and a 25.00% performance fee on net capital appreciation subject to a 6.00% hurdle rate and high-water mark.
Fee Estimator
Location
Ridgewood, NJ
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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
Cois Dara Investing
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.
Exams
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