O'Brien Investment Management provides investment management services, making investment decisions for clients based on their objectives. They primarily recommend equity securities, mutual funds, and exchange-traded funds (ETFs), but may also recommend fixed income securities. O'Brien uses a third-party platform to manage held away assets such as 401k accounts. Client accounts are reviewed at least quarterly.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
All fees are negotiable. An additional fee of 0.25% will be added to the overall fee for a Held Away Account. The maximum annual rate is 1% and under certain circumstances a minimum annual fee may apply. Under no circumstances will the advisory fee exceed 3%. We also manage some family and related accounts at a discount or without charge.