Del Principe | O’Brien Financial Advisors offers investment advice, financial planning, and portfolio design services to individuals, high net worth individuals, and various entities. They build client investment portfolios on a discretionary basis, primarily using individual stocks, mutual funds, and bonds for tax efficiency. Financial advisory services include cash flow planning, retirement needs analysis, tax strategies, estate planning, and insurance reviews.
Assets Under Management$33M
Clients100
Advisors1
Avg. per Client$330K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Schedule shown is for Equity Portfolios. Fixed Income Portfolios have a different fee schedule: Less than $1,000,000: 1.15%, $1,000,000 to $20,000,000: 0.90%, $20,000,001 to $50,000,000: 0.70%, Greater than $50,000,000: 0.55%. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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