Ryan O'connor is a registered investment advisor at Sterling Oak Advisors, based in Boston, MA, with 4 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 36 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sterling Oak's investment management fee is a percentage of your portfolio's value, up to 2.00% annually. The exact percentage depends on the complexity of the services, the amount of assets managed, and your overall relationship with Sterling Oak. The fee is charged quarterly, in advance. Fees may be negotiable.
Location
118 Huntington Avenue, Suite 1503, Boston, MA, 02116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sterling Oak Advisors
State Registrations1 state
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