O’Connor Portfolio Management offers investment management and financial planning services. Investment management includes creating a portfolio of exchange traded funds, mutual funds, stocks, or bonds. Financial planning covers investment, retirement, estate, charitable, education, and tax planning. O’Connor Portfolio Management works with individuals, high net worth individuals, trusts, estates, and charitable organizations.
Assets Under Management$51M
Clients123
Advisors1
Avg. per Client$410K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.00% |
The minimum account size is typically $250,000, but this may be negotiable. If the firm accepts an account with a balance less than $250,000, the advisory fee would be negotiable, and would never exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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