Kevin Oconnor
Kevin Oconnor is a registered investment advisor at Ram and Oak Investment Partners, LLC, based in Beavercreek, OH, with 4 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The investment advisory fee is negotiable but will not exceed a maximum annual fee of 2.00%.
Fee Estimator
Location
70 Birch Alley Suite 240, Beavercreek, OH, 45440
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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
Ram and Oak Investment Partners, LLC
Previous Registrations
Artifex Financial Group, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.