C. W. O'Conner Wealth Advisors is a registered investment advisor offering wealth management services that include financial planning, investment management, and other financial services. They tailor their services to meet individual client needs, determining investment objectives and risk tolerance to develop a suitable strategy. They also offer investment management services without financial planning. They may recommend third-party investment advisors and monitor their performance.
Assets Under Management$260M
Clients135
Advisors3
Avg. per Client$2M
Avg. per Advisor$88M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee is negotiable depending on the scope and complexity of your situation, size of your portfolio, and frequency with which services are provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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