EO
CFP

Eileen Murphy O'connor

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
416 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Hourly Rate:$500/hr

Hemington's annual wealth management fee ranges from 0.25% to 1.25% of assets under management. Fees are calculated quarterly based on the average daily balance. The firm generally requires a minimum account size of $1,000,000 for investment management services, but this may be reduced at the firm's discretion. Advanced financial planning and consulting are charged at an hourly rate of $500. The final financial planning fee is subject to negotiation and depends on the complexity of the plan. A retainer may be required in advance.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

7651 Leesburg Pike, Falls Church, VA, 22043

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hemington Wealth Management
October 2013 - Present · 12 yrs 3 mos
Previous Registrations
Mclean Asset Management CORP.
June 2005 - October 2013 · 8 yrs 4 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.