O'Brien Capital Management

Retirement Planning Firm in Nyack, NY

Firm Info
Address: 48 Burd St # 209, Nyack, NY 10960, USA
Phone: (845) 358-4930

Firm Size
Assets Under Management: $29.6 million
# of Advisors: 1
# of Clients: 81
Client to Advisor Ratio: 81:1
Average Account Size: $365,911
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

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

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


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

Get Connected with a Financial Advisor

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O'brien Capital Management, Inc. Overview

Edward Jones is a fee-based registered investment advisory firm that has been in business since 1963. The firm is headquartered in St. Louis, MO and offers a range of financial services to its clients. As both a broker-dealer and insurance broker/agent, they specialize in providing investment advice to individuals, small businesses, and institutional clients. The firm's service offerings include portfolio management for both individual and business clients, as well as pension consulting services. They also provide clients the option to select advisors from their network of experienced professionals. With decades of experience in the finance industry, Edward Jones has established a reputation for providing high-quality investment advice tailored to the unique goals and needs of each of their clients. Their fee-based fee arrangement ensures that the interests of their clients are always front and center, making them a trusted partner for anyone seeking sound financial advice.

O'BRIEN CAPITAL MANAGEMENT, INC. is a wealth management firm that serves a diverse array of clients. The firm offers its expertise and services to both individual and high net worth individuals, including those who require specialized and tailor-made financial solutions. For individuals and families who have significant wealth, the firm provides financial advice and a range of investment options that can help to build and manage long-term wealth. For those with more modest portfolios, the firm offers customized services that help individuals achieve their financial goals. Regarding fee structures, O'BRIEN CAPITAL MANAGEMENT, INC. offers several options depending on the services provided. Clients can choose to pay a percentage of their assets under management (AUM) as a fee. Alternatively, they may opt for hourly billing for consulting or advisory services. The firm also offers fixed fees for specific services, such as financial planning and tax management. With a range of fee options available, clients of O'BRIEN CAPITAL MANAGEMENT, INC. can select the pricing structure that best suits their needs and budget. Overall, the firm's dedication to catering to each individual client's unique situation sets it apart from others in the industry.

Typical Clients, Fee Structures & Investment Minimum

According to O'BRIEN CAPITAL MANAGEMENT, INC.'s Part 2 Brochure, the firm does not mention an investment minimum. Therefore, it is unclear what the minimum investment required by this firm is.

How This Office Can Help Nyack, NY Residents

O'Brien Capital Management is a registered investment advisory firm that helps clients in Nyack, NY, create a solid financial foundation. The firm offers custom-tailored solutions that are designed to meet the unique needs and goals of each individual. They specifically help clients with wealth management, retirement planning, tax planning, and estate planning. With their years of experience in the financial industry, O'Brien Capital Management provides their clients with access to the latest financial tools, strategies, and advice. Clients living in Nyack, NY may face financial situations such as saving for retirement while paying off student loan debts, starting a new business, or managing inheritance. O'Brien Capital Management helps clients identify their financial goals, and then creates a structured plan to achieve these objectives. The firm employs a holistic approach to financial planning, looking at all aspects of a client's financial situation to develop a comprehensive strategy that addresses their unique needs. With a commitment to providing clients with exceptional service, O'Brien Capital Management operates with integrity and transparency, earning the trust and loyalty of clients over time.

To view the Minimum Investment and Fee Schedule for O'brien Capital Management, Inc., visit their Part 2 Brochure.

Services Offered by O'brien Capital Management, 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 O'brien Capital Management, 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)
Hourly
Fixed Fees (Other than subscription)
Unavailable
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 48 Burd St # 209, Nyack, NY 10960, USA
Phone (845) 358-4930
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

O'brien Capital Management, Inc. is registered to service clients in the following states:

  • New York
  • Texas

Disciplinary History

O'brien Capital Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.