John G. O’Connell is a registered investment advisor dedicated to providing investment advisory services. As a fiduciary, John G. O’Connell always acts in the client’s best interest. Services include asset management, where portfolios are created using stocks, bonds, ETFs, options, mutual funds, and other securities tailored to the client's needs. Portfolios are monitored and rebalanced as needed. The firm's client book is currently closed to unrelated accounts, but this is reviewed quarterly.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on the complexity of the engagement.