David Obrien is a CFP-designated registered investment advisor at Evoadvisers, based in Richmond, VA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 168 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Subject to a minimum quarterly fee of $2,500. Beginning October 2023, there is an additional fee of $400 per hour for analysis and support for non-managed investment real estate after four hours of applied time has been completed on such activities. Fees may differ among clients based upon numerous factors.
Fee Estimator
Location
2917 West Leigh Street, Richmond, VA, 23230
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Evoadvisers
Previous Registrations
O'brien Financial Planning, INC.
Tower Square Securities, INC.
Genworth Financial Advisers Corporation
State Registrations1 state
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