O’Boyle Wealth Management offers investment advisory services to individuals and other clients. Services include comprehensive portfolio management, held away account management, and financial planning and consulting. O’Boyle Wealth Management works with clients to understand their financial goals and risk tolerance, and then creates a suitable investment approach. Portfolios are continuously monitored and rebalanced as needed.
Fee Structure
O'Boyle Wealth Management offers investment management services where fees are calculated as a percentage of the assets managed.
For Comprehensive Portfolio Management, the maximum annual fee is 1.75%.
For Held Away Account Management, the maximum annual fee is 1.25%.
Fees are negotiable and billed quarterly or monthly in arrears.