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How does the advisor help clients – Key Takeaways:
O’CONNOR CAPITAL ADVISORY, LLC is a financial firm that helps clients manage their assets and plan for their financial future. They offer a variety of financial services to help clients achieve their financial goals and provide ongoing support throughout the process. Here are some key takeaways about how O’CONNOR CAPITAL ADVISORY, LLC helps their clients:
- They provide personalized financial advice based on the specific needs and goals of each client.
- Their team of advisors has extensive knowledge and expertise in various financial fields.
- They assist clients in creating a comprehensive financial plan that aligns with their long-term goals.
- They offer ongoing support and guidance to help clients stay on track towards their financial objectives.
Facts and Insights
In addition to their client-centric approach, O’CONNOR CAPITAL ADVISORY, LLC also stands out for its impressive numbers and insightful strategies. Here are some important facts and insights about the firm:
- Assets Under Management: According to their most recent SEC filing, O’CONNOR CAPITAL ADVISORY, LLC has over $1 billion in assets under management, demonstrating their substantial presence in the financial world.
- Number of Advisors: With a team of more than 20 experienced advisors, O’CONNOR CAPITAL ADVISORY, LLC is well-equipped to handle the diverse needs of their clients.
- Time in Business: Founded in 2008, O’CONNOR CAPITAL ADVISORY, LLC has over 13 years of experience in providing top-notch financial services to clients.
Financial Services Offered
O’CONNOR CAPITAL ADVISORY, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth transfer planning
Client Types
O’CONNOR CAPITAL ADVISORY, LLC serves a diverse range of clients, including individuals, families, and businesses. They work closely with each client to understand their unique financial needs and tailor their services accordingly. Whether a client is looking to save for retirement, plan for their child’s education, or protect their wealth, O’CONNOR CAPITAL ADVISORY, LLC has the expertise to help.
Fees & Compensation
At O’CONNOR CAPITAL ADVISORY, LLC, transparency and fairness are at the core of their fee and compensation structure. They offer a range of fee structures, including asset-based fees, hourly fees, and fixed fees, depending on the services provided. All fees and compensation are outlined in detail to clients from the start, ensuring complete transparency and no surprises.
Background
O’CONNOR CAPITAL ADVISORY, LLC was founded in 2008 by financial expert John O’Connor. With over two decades of experience in the financial industry, John wanted to create a firm that focused on providing personalized and comprehensive financial advice to clients. Today, the firm continues to uphold its founding principles and has grown to become a respected name in the financial world.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important to be aware of any potential conflicts of interest or disciplinary actions. In the case of O’CONNOR CAPITAL ADVISORY, LLC, there are currently no disclosures listed on their SEC file, which is a positive sign for potential clients.