Go Wealth Management
Assets Under Management
$165.6M
Number of Clients
446
Number of Advisors
9
Average Client AUM
$371K
AUM per Advisor
$18.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
O'Connell Investment & Insurance Services, LLC, dba GO Wealth Management, is an investment management firm in Eugene, Oregon. They offer discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, pension plans, trusts, estates, and businesses. They allocate assets among various investments based on client objectives, time horizons, and risk tolerance.
Fee Structure
Investment management fees are based on an annual percentage of assets under management, billed quarterly in advance. The maximum annual investment advisory fee is 2.00%, but fees may be negotiable. Financial planning fees are included in the investment management fees. Consulting fees are negotiated up to $265/hour. This firm does not have a minimum initial account value.
Areas of Practice
Location
4710 Village Plaze Loop, Suite 240, Eugene, OR, 97401