Bane O’Leary provides investment management where they make investment decisions for you. They also offer financial planning, either ongoing or as a one-time service, covering areas like cash flow, insurance, investments, retirement, education, estate, and taxes. They also hold seminars and workshops to educate the public on investments.
Assets Under Management$87M
Clients173
Advisors4
Avg. per Client$500K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $4.5M | 0.60% |
| $4.5M+ | 0.50% |
Fees may be negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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