O'Reilly Wealth Advisors develops and executes financial strategies for clients, working with independent experts in tax, estate planning, and insurance. O'Reilly Wealth Advisors also directly offers investment management, consulting, and insurance services, including managing 401(k)s and other retirement accounts. The firm may refer clients to third-party investment managers and other professionals, disclosing any compensation received for these referrals.
Assets Under Management$33M
Clients55
Advisors1
Avg. per Client$600K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$230K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $700K | 1.20% |
| $700K - $1.3M | 1.00% |
| $1.3M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.58% |
| $50.0M - $100.0M | 0.52% |
| $100M+ | 0.50% |
SIMPLE IRA for Employees of Small Businesses: 0.30% annually charged quarterly in arrears regardless of account size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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