Virginia O'brien
Virginia O'brien is a registered investment advisor at Mobile Bay Wealth Management, LLC, based in Mobile, AL, with 11 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 310 clients with $70M 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 $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable. For clients utilizing a Sub-Advisor for asset management services, the fee stated above will include the Sub-Advisor’s fee.
Fee Estimator
Location
22 Mobile Street N., Suite A, Mobile, AL, 36607
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 →Other Business ActivitiesSells Insurance
Virginia is a partner at Mobile Bay Financial Solutions, LLC, an insurance agency, dedicating about half of her time. She is also the Vice President at McNeil Consulting, Inc. for insurance sales, spending minimal time on this activity.
Employment History
Current Registrations
Mobile Bay Wealth Management, LLC
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
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.