O'brien Wealth Partners LLC
Assets Under Management
$1.1B
Number of Clients
517
Number of Advisors
11
Average Client AUM
$2.1M
AUM per Advisor
$100.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
O'Brien Wealth Partners offers investment strategy development, investment management, pension consulting, portfolio accounting, financial planning, and client education. They primarily invest in mutual funds and ETFs, tailoring services to individual client needs and goals.
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
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Location
51 Sawyer Road, Suite 600, Waltham, MA, 02453
