O'Brien Asset Management (OAM) offers comprehensive financial planning and investment management. Financial planning includes insurance, retirement, and estate planning. Investment management involves analyzing a client's situation, making recommendations, monitoring the portfolio, and providing quarterly reports and an annual review. OAM does not take discretion over client assets. Any portfolio change is pre-approved by the client.
Assets Under Management$33M
Clients48
Advisors1
Avg. per Client$690K
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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