Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are charged as a percentage of assets under management, flat fees, hourly fees, or a combination. Asset-based fees range up to 1.5% annually, flat fees range up to $50,000 annually, and hourly fees range up to $450 per hour. Fees are negotiable, and the specific fee schedule is included in the investment advisory agreement. Clients also incur brokerage and transaction costs.
Areas of Practice
Advisor Information
Office location
Naples, FL
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Erin Adele O'brienRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erin is the trustee/owner of her parents' insurance policies. This activity is not investment-related.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Purposeful Money, LLC
State Registrations1 state
Exams
Additional Information
Erin founded Purposeful Money in 2007 out of a desire to provide the kind of caring, client focused financial planning she couldn’t do as an employee of a traditional financial services company. She has over 20 years of experience in financial planning and tax preparation. When not working with clients, Erin can likely be found spending time with her grandchildren, out on the golf course, or watching baseball.