Sean O'brien is a registered investment advisor at Andrew Hill Investment Advisors, INC., based in Naples, FL. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 253 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Andrew Hill Investment Advisors charges a percentage of the assets they manage for investment management services. The annual fee is based on a tiered schedule:
- First $2M: 1.00%
- $2,000,001 to $4,000,000: 0.80%
- $4,000,000,001 to $10,000,000: 0.60%
- Over $10,000,001: 0.50%
The annual fee is billed quarterly in advance. Fees are negotiable, subject to a $3,500 minimum annual fee. For assets held away at custodians not directly accessible by the firm, the annual fee is 1.25% of the market value of those assets.
Location
4089 Tamiami Trail North, Suite A203, Naples, FL, 34103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Andrew Hill Investment Advisors, INC.
State Registrations2 states
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