O’Brien Capital Management provides personalized investment management and comprehensive financial planning for individuals, high net worth families, trusts, estates, pension plans, and charitable organizations. O’Brien Capital Management focuses on long-term, buy-and-hold investing using individual stocks, bonds, mutual funds, and exchange-traded funds tailored to each client's goals, risk tolerance, and tax situation. Portfolios are actively monitored and reviewed quarterly. In addition to investment management, O’Brien Capital Management offers comprehensive financial planning covering retirement, insurance, savings, and estate strategies, as well as hourly and project-based consulting.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is 1.00% of assets managed. Fees are paid quarterly in advance. O’Brien Capital Management may waive the stated minimum or charge a lower fee based on criteria such as anticipated future assets, account composition, or pre-existing client status.