O'Brien and Associates offers investment management services tailored to each client's financial goals, assets, tax situation, and preferences. Clients can set restrictions on investments. The firm primarily recommends mutual funds and ETFs, but may also advise on other securities. O'Brien and Associates does not make trades without client approval.
Assets Under Management$49M
Clients83
Advisors2
Avg. per Client$600K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable. AUM excludes any non-managed assets held in a managed account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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