John G. O'connell

Fee-Only (% of Portfolio)

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.

Assets Under Management$24M
Clients30
Advisors1
Avg. per Client$800K
Avg. per Advisor$24M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable depending on the complexity of the engagement.

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Your Portfolio Value
$500K
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Location

1 Advisors at this firm

John G. O'connell | TrueAdvisor