O'brien Wealth Partners LLC
Assets Under Management
$1.1B
Number of Clients
517
Number of Advisors
11
Average Client AUM
$2.1M
AUM per Advisor
$100.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
O'Brien Wealth Partners offers investment strategy development, investment management, pension consulting, portfolio accounting and reporting, financial planning (retirement, tax, education, lifestyle), and client education to individuals, businesses, and nonprofits. They primarily invest in mutual funds and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiated based on various factors.
Fee Estimator
O'Brien Wealth Partners charges an annual fee based on the total value of your investments. The first $1 million is charged 1.0%, amounts over $1 million up to $3 million are charged 0.75%, and amounts over $3 million are charged 0.50%. For example, a $2 million portfolio would incur a fee of $17,500 annually. They generally require a minimum account size of $1,000,000, but exceptions may be made. Hourly consulting is available at a rate ranging from $300.00 to $500.00. Fees may be negotiated based on various factors.
Areas of Practice
Location
51 Sawyer Road, Suite 600, Waltham, MA, 02453
