Michael O'shaughnessy is a registered investment advisor at Ascent Financial Group, based in Richmond, VA, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 128 clients with $100M 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 $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
413 Stuart Circle, Suite 220, Richmond, VA, 23220
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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 Activities
Michael volunteers with CancerLINC, providing assistance with account organization and debt consolidation to cancer patients and their families. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Ascent Financial Group
State Registrations1 state
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