O’Brien Capital Management (OCM) offers continuous investment management, creating portfolios with stocks, bonds, ETFs, and other securities. OCM works with clients to define their investment goals and risk tolerance. OCM also provides financial planning services, including creating financial programs and consultations based on a client's financial situation, objectives, and risk tolerance.
Assets Under Management$37M
Clients41
Advisors1
Avg. per Client$910K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at OCM's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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