Robert O'brien is a CFP, ChFC-designated registered investment advisor at Capital Enhancement, LLC, based in Warren, NJ, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 22 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable. The firm may bundle tax preparation and financial advice with the investment advisory services for this fee.
Fee Estimator
Location
25 Independence Blvd, Suite 101, Warren, NJ, 07059
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Enhancement, LLC
Previous Registrations
Bls Advisors LLC
Ernst & Young Investment Advisers LLP
State Registrations1 state
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