O'Brien Greene provides investment management services based on a percentage of assets under management. They work with clients to understand their financial situation, time horizon, and risk tolerance. Client portfolios consist primarily of publicly listed individual stocks, investment-grade corporate and municipal bonds, and U.S. government obligations. The firm may also compose customized financial plans for clients, and may charge a negotiated hourly fee for more in-depth plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee structures may be adjusted at the discretion of the firm. The firm has a program for the young adult children of clients. For this program there is no minimum account balance. The fee for the first year is $250. Thereafter: 0.95% of assets. There is also a program for young professionals. The fee is 0.85% on assets.