O'Rourke & Company offers investment advice and manages client assets. They work with clients to understand their financial goals, risk tolerance, and time horizon. O'Rourke & Company also offers financial planning services, including net worth evaluation, investment management, education planning, tax and insurance planning, retirement planning, and estate planning issues. They primarily use mutual funds, exchange traded funds, listed securities, and annuities.
Fee Structure
O'Rourke & Company charges an annual fee for managing your investments, ranging from 0.30% to 1.00% of the value of your portfolio. The exact percentage is negotiated based on the size of your accounts, the complexity of your needs, and the scope of services. The more assets you have under management, the lower the percentage fee may be. These fees are negotiable. Fees are billed quarterly based on the value of the account on the last day of each calendar quarter.