C.W. O'Conner Wealth Advisors, Inc.

Financial Advisor in Duluth, GA

Firm Info
Address: 3175 Satellite Blvd Suite 1100, Duluth, GA 30096, USA
Phone: (770) 368-9919

Firm Size
Assets Under Management: $242.3 million
# of Advisors: 1
# of Clients: 482
Client to Advisor Ratio: 482:1
Average Account Size: $502,789
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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C.w. O'conner Wealth Advisors, Inc. Overview

C.W. O'Conner Wealth Advisors, Inc. is a fee-only investment advisory firm that has been providing investment advice to individuals and small businesses since 2006. The firm is located in Duluth, Georgia and is dedicated to offering tailored portfolio management services to its clients. The company operates on a fee-only basis, meaning that it earns revenue solely from the fees paid by its clients for investment advice. C.W. O'Conner Wealth Advisors, Inc. is a Registered Investment Advisory firm that focuses solely on investment advice. The company provides comprehensive investment management services to help its clients achieve their financial goals. The firm's portfolio management services are tailored to meet the unique needs of each client, and the company uses asset allocation strategies and risk management techniques to help clients achieve their investment objectives. Aside from portfolio management, C.W. O'Conner Wealth Advisors, Inc. offers pension consulting services to businesses. The firm can help businesses navigate the complex world of pensions and provide advice on how to create effective pension plans that meet the needs of both the employer and employees. In addition, the company offers a unique service in which it helps clients select the right advisors for their specific needs. This service is designed to help clients find the perfect advisor to meet their individual investment needs.

C.W. O'CONNER WEALTH ADVISORS, INC. has built a reputation for serving a diverse clientele. The firm caters to individual investors looking to build their wealth over time, high net worth individuals seeking customized financial planning and investment management solutions, as well as pension or profit sharing plans. With its experienced team of advisors, C.W. O'CONNER WEALTH ADVISORS, INC. is equipped to serve clients at any stage of their financial journey. C.W. O'CONNER WEALTH ADVISORS, INC. provides its clients with flexible fee structures designed to meet their unique needs. Depending on the services rendered, clients can choose from two fee options: a percentage of assets under management (AUM) or a fixed fee. The percentage of AUM option is ideal for clients who prefer a performance-based fee structure. This fee is calculated as a percentage of the total assets managed by the firm on behalf of the client. The fixed fee option, on the other hand, is ideal for clients who prefer a predictable fee structure. This fee is a set amount based on the services provided and is not tied to the client's account balance. C.W. O'CONNER WEALTH ADVISORS, INC. believes in full transparency when it comes to fees and will always work with clients to find a fee structure that best meets their needs.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of C.W. O'Conner Wealth Advisors, Inc., the firm does not mention an investment minimum.

How This Office Can Help Duluth, GA Residents

C.W. O'Conner Wealth Advisors, Inc. is a trusted financial advisory firm in Duluth, GA. They help clients navigate through different financial challenges and situations by designing customized solutions based on their unique objectives. Someone living in Duluth, GA may need assistance managing their investments, retirement planning, or setting up a comprehensive financial plan that ensures their financial security for the long run. At C.W. O'Conner Wealth Advisors, Inc., the experts understand the financial market and the unique factors that can impact someone in Duluth, GA. They work closely with clients to develop personalized solutions to address their needs, goals, and unique financial situation. Whether it is providing investment advice, retirement planning, tax planning, or wealth management strategies, they offer guidance and support that empowers clients to make informed decisions that align with their values and goals. In short, C.W. O'Conner Wealth Advisors, Inc. is an invaluable resource for anyone seeking to optimize their financial wellbeing in Duluth, GA.

To view the Minimum Investment and Fee Schedule for C.w. O'conner Wealth Advisors, Inc., visit their Part 2 Brochure.

Services Offered by C.w. O'conner Wealth Advisors, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by C.w. O'conner Wealth Advisors, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3175 Satellite Blvd Suite 1100, Duluth, GA 30096, USA
Phone (770) 368-9919
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

C.w. O'conner Wealth Advisors, Inc. is registered to service clients in the following states:

  • Georgia

Disciplinary History

C.w. O'conner Wealth Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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