Shaun David O'connor

Firstrust Financial Advisors

24 Years of Experience

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Firm Information

Firstrust Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

4 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.35%
$250K - $500K	1.25%
$500K - $1.0M	1.15%
$1.0M - $2.0M	1.00%
$2.0M - $5.0M	0.90%
$5.0M - $10.0M	0.80%
$10M+	0.70%

Fees are negotiable and may be lower based on client tenure or advisor discretion.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$500 - $25,000

Hourly Rate:$200/hr

Financial planning fees range from $500 to $25,000 or $200 per hour, depending on complexity. Portfolio management fees are based on a percentage of assets managed (see table). Governmental pension plan fees are fixed at $150,000 annually for the first three years. Fees are negotiable and may vary based on client tenure or advisor discretion.

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Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement Planning

Advisor Information

Office location

15 E Ridge Pike, Conshohocken, PA, 19428

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2008

Denied

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Other Business ActivitiesSells Insurance

Shaun is an independent insurance agent selling various insurance products through Firstrust Financial Resources, dedicating a few hours per week. He is also an Investment Advisor Representative with Firstrust Financial Advisors, spending minimal time on this role.