How does the advisor help clients – Key Takeaways:
O’Brien Capital Management, Inc. provides expert financial guidance and personalized services to help clients achieve their financial goals. They offer a wide range of financial services and cater to various client types while maintaining transparency in their fees and compensation. With their extensive experience and knowledge, O’Brien Capital Management, Inc. serves as a trusted partner for all their clients’ financial needs.
Facts and Insights:
Founded in 2005, O’Brien Capital Management, Inc. has been in business for over 15 years. They have a team of highly experienced and qualified advisors who have collectively managed over $500 million in assets. The firm has a strong track record of helping clients build and preserve wealth through their prudent and disciplined investment approach.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered:
O’Brien Capital Management, Inc. offers a comprehensive range of financial services to help clients build, manage, and protect their wealth. These services include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types:
O’Brien Capital Management, Inc. caters to a diverse range of clients, including individuals, families, and businesses. They work closely with their clients to understand their unique financial goals, risk tolerance, and time horizon, and then develop personalized strategies to help them achieve their objectives.
Fees & Compensation:
O’Brien Capital Management, Inc. believes in complete transparency when it comes to their fees and compensation. They charge a fee-only structure, which means they do not earn commissions or any other form of compensation from third parties. This fee structure ensures that their advisors act in the best interests of their clients at all times.
Background:
O’Brien Capital Management, Inc. was founded by John O’Brien, who has over 25 years of experience in the financial services industry. He is a Certified Financial Planner (CFP) and has a vast knowledge of investment management, retirement planning, and estate planning. His expertise and leadership have helped the firm grow and establish itself as a leading financial advisor firm.
Financial Advisor Disclosures to Know:
As a registered investment advisor, O’Brien Capital Management, Inc. is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests. They have a clean record and have not faced any disciplinary actions or regulatory sanctions in the past. The firm’s advisors also undergo continuous training to stay updated on industry trends and maintain their professional credentials.