O’Brien Strategic Wealth (OSW) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. OSW creates an Investment Policy Statement for each client and may use third-party investment advisors through Altruist’s Model Marketplace. OSW also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, estate planning, and debt/credit planning.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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