O'Brien Capital Advisors provides ongoing supervision of investment accounts. They manage investments in stocks, bonds, mutual funds, and exchange-traded funds. Recommendations are based on a client's individual financial situation, including income, net worth, and risk tolerance. Clients can place restrictions on investments based on their values or beliefs.
Assets Under Management$17M
Clients58
Advisors2
Avg. per Client$290K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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