Michael O'connor is a CFP-designated registered investment advisor at Capasso Planning Partners LLC, based in Charleston, SC, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 647 clients with $330M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $4.5M | 0.70% |
| $4.5M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees vary and are negotiable. The maximum annual fee for investment advisory services is 1.25%.
Fee Estimator
Location
635 East Bay Street, Suite C, Charleston, SC, 29403
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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
Capasso Planning Partners LLC
Previous Registrations
Summit Financial, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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