Assets Under Management
$1.6M
Number of Clients
10
Number of Advisors
4
Average Client AUM
$157K
AUM per Advisor
$393K
Compensation
Fee-Only (AUM)Fixed/Hourly
Obran Capital Advisors LLC offers wealth management (investment management and financial planning) and financial planning services. Financial planning covers cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, tax planning, and wealth redistribution.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees above $25,000,001 are negotiable, but no greater than 0.60%.
MA, United States