O'Connor Financial Group offers investment management and financial planning services. Investment management involves making investment decisions based on a client's financial situation and goals. Financial planning includes cash flow planning, retirement planning, investment planning, estate planning, insurance planning, and tax planning. O'Connor Financial Group may also recommend third-party investment advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
The investment advisory fee schedule is a ‘tiered’ or ‘blended’ fee schedule, which means that different annual fee percentages will apply to different ranges of client assets under Adviser’s management. The fee portfolio management fee schedule above is a ‘cliff’ fee schedule, which means that all client assets under Adviser’s management are charged the same corresponding annual fee percentage based on the total client assets designated to be under Adviser’s advisement.