O'Connor Wealth Management (OWM) offers wealth management services (WMS) to individuals and families, including investment management and financial planning. Investment management is discretionary, meaning OWM makes trades without client approval. Financial planning covers budgeting, retirement, real estate, insurance, education, tax, estate, and charitable giving. OWM also provides 401(k) plan administrative services (PAS) to small and medium-sized businesses, which are strictly administrative and do not include investment advice.
Assets Under Management$160M
Clients217
Advisors2
Avg. per Client$730K
Avg. per Advisor$79M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for client relationships with total account values of $3 million or more. OWM may discount or waive advisory fees for accounts with less than $3 million in assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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