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O'Brien Capital Management - Financial Planning and Investment Management - Comprehensive Plan

OCM offers 2 types of services to its clients; consulting services and investment advisory services.

As a consultant he prepares second opinions on investment portfolios, advice on retirement planning, college funding strategies and advice on all other facets of personal finance. He charges by the hour and fixed pricing is available for financial plans. There aren’t that many financial planners in the area that offer these services by the hour, as most advisors are only interested in taking your money. John believes that by offering this service he can start to build a relationship with his clients who will in turn recommend his services to their friends and colleagues or be comfortable enough to have John manage their investments for them.

For his investment advisory services your specific goals, values and risk tolerance are incorporated into the development of a customized portfolio that is consistently monitored and adjusted to achieve those goals. A standard rate of 1% (yearly rate, paid quarterly) of assets under management is charged, with a minimum investment of $100,000. Realizing that his clients pay him a fee, he keeps a keen eye on fund expenses and tax efficiencies. Investment selection starts with the client, not the other way around, and includes many asset classes for diversification purposes. Each investment is scrutinized, using sound research methodologies and modern portfolio theory is used to research and design the asset allocation.

OCM is committed to individually managing your portfolio in accordance to your specific needs, objectives and desires. As your life’s circumstances change and evolve, OCM will be there to advise and guide you through the portfolio and planning changes that are needed. Comprehensive Wealth Management at OCM encompasses more than just your investments. The financial planning process we incorporate provides direction and meaning to your decisions. Simply put we prosper when you prosper.

 

Fee Structure

Our comprehensive wealth management planning services are fee only. We offer financial planning and investment advisory services.

Hourly fees for planning services are $200. Fixed pricing for financial plans are available.

A standard rate of 1% (yearly rate, paid quarterly) of assets under management is charged for investment advisory services. Minimum investment is $100,000.

 

 

 




“ Those who fail to plan, are planning to fail”
— Benjamin Franklin

This site may include these subjects:; Wealth management, Certified Financial Planner, Personal Finance, Retirement Fund, IRA, Tax Advice, College Financing, Savings Plan, Investment Advisor, Retirement Planning, Estate Planning, College Funding, Fixed Income Strategies, Tax Planning, Insurance Planning and Analysis




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