Obran Capital Advisors LLC
Assets Under Management
$1.6M
Number of Clients
10
Number of Advisors
4
Average Client AUM
$157K
AUM per Advisor
$393K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Obran Capital Advisors LLC is a fee-only investment advisor providing continuous advice on investment of client funds based on individual needs. Services include wealth management (investment management and financial planning) and financial planning on a project basis. They primarily advise on stocks, bonds, mutual funds and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees negotiable for assets above $25,000,001, no greater than 0.60%.
Fee Estimator
For wealth management services, fees are based on a percentage of assets under management, paid quarterly in advance. For example, a client with $2,000,000 under management would pay $4,750 per quarter. Initial financial plans are offered for a fixed fee based on an hourly rate of $400, ranging from 12 to 18 hours. Project-Based Financial Consulting has fixed fees ranging up to $20,000. Seminars and speaking engagements range from $0 to $100 per participant.
Areas of Practice
Location
MA, United States