O'Brien Wealth Partners offers investment strategy development, investment management, pension consulting, portfolio accounting and reporting, financial planning (including retirement, tax, education, and lifestyle planning), and client education. O'Brien Wealth Partners primarily invests in mutual funds and exchange-traded funds. Investment strategies are tailored to individual client needs based on their goals, risk tolerance, liquidity needs, current lifestyle, and time horizon.
Assets Under Management$1.1B
Clients517
Advisors12
Avg. per Client$2.1M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiated based on various factors including client relationship, account type, and size. Discounts may be offered to family members and friends. Certain legacy client agreements may be governed by different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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