How does the advisor help clients – Key Takeaways:
O’Brien Investment Management, LLC assists clients in achieving their financial goals through their expertise in investment management. The advisor excels in providing personalized and proactive services to their clients, keeping their best interests in mind at all times.
Facts and Insights
O’Brien Investment Management, LLC was founded in 2003 and has been in business for over 18 years. Since their inception, they have been dedicated to helping clients grow and protect their wealth through individualized strategies.
The table below summarizes their assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 18 years |
Financial Services Offered
O’Brien Investment Management, LLC provides a wide range of financial services to their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Portfolio analysis and review
Client Types
The advisor works with a diverse group of clients, including:
- Individuals and families
- Small business owners
- Trusts and estates
- Non-profit organizations
Fees & Compensation
O’Brien Investment Management, LLC operates on a fee-only basis. This means they only receive compensation from their clients and do not earn commissions or other forms of compensation from third parties. This allows the advisor to provide objective advice and act in the best interests of their clients.
The fees charged by O’Brien Investment Management, LLC are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ success.
Background
O’Brien Investment Management, LLC was founded by John O’Brien, CFA, who has over 25 years of experience in the financial industry. He is supported by a team of highly qualified professionals who work together to provide exceptional service to clients.
Their investment approach is based on in-depth research and a long-term perspective, with a focus on risk management. They believe in being transparent with their clients and keeping them informed every step of the way.
Financial Advisor Disclosures to Know
As a registered investment advisor, O’Brien Investment Management, LLC is required to disclose any potential conflicts of interest to their clients. They adhere to strict ethical standards and strive to maintain the trust and confidence of their clients.
Additionally, the advisor has no disciplinary actions or disclosures on their record as listed in the Securities and Exchange Commission’s Investment Adviser Public Disclosure (IAPD) database.