O'Connor Capital Advisory offers personalized investment advice, managing client portfolios based on their individual needs, financial situation, and goals. They also provide financial planning consultation services tailored to client needs, covering areas like investment analysis, retirement planning, and estate planning. Clients are encouraged to notify O'Connor Capital of any changes in their financial status or goals.
Assets Under Management$110M
Clients38
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable in certain circumstances. Certain affiliated persons may receive advisory services at a discounted rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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