Advisor at O'Brien Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
O'Brien Asset Management
Location
Eliot, ME
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Barry Obrien is a CFP® with 18 years of industry experience and has been the sole advisor at O'Brien Asset Management since 2007. He holds Series 63 and Series 65 licenses and operates from Eliot, ME. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm emphasizes personalized Investment Policy Statements, diversified asset allocations using low-turnover no-load mutual funds and ETFs, and generally manages portfolios on a non-discretionary basis with client pre-approval for changes.
Based on O'Brien Asset Management
$0 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000+: 0.50%
$200 per hour (in half hour increments)
Eliot, ME
Maine
O'Brien Asset Management LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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