JMO Financial, operating as James M. O’Brien Inc., provides financial planning and investment management services to individuals. Financial planning covers areas like cash management, risk management, estate planning, tax issues, retirement planning, and education funding. Investment management is non-discretionary, meaning JMO Financial makes recommendations, but clients must approve trades. JMO Financial may also recommend third-party investment advisors.
Assets Under Management$8.3M
Clients5
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable, especially if the client has multiple accounts within the household.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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