Advisor at Performance Wealth
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Firm
Performance Wealth
Location
Hinsdale, IL 60521
Credentials
Series 65
Industry experience
1 year
Michael O'Brien is a financial advisor at Performance Wealth with a Series 65 credential and one year of industry experience. His prior work includes a role with the Chicago Bulls and a position at William Blair & Company. Performance Wealth Partners is an SEC-registered advisory firm that offers wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, along with individual securities and alternative investments, focusing on long-term investment strategies with periodic account reviews and rebalancing.
Based on Performance Wealth
Based on Performance Wealth
0.75% to 2.00% annually (wealth management fees vary based on factors including asset level, complexity, and relationship)
Performance-based compensation received as carried interest from pooled investment vehicles (Private Funds). No performance fees charged to advisory clients directly.
Account minimum: $500,000 Fee-only: Wealth management fees paid quarterly in advance, based on market value of assets under management at prior quarter end, ranging from 0.75% to 2.00% annually, negotiable.
36 E. Hinsdale Ave
Hinsdale, IL 60521
Florida · Illinois
Performance Wealth Partners, LLC
2024 - Present (2 years)
Chicago Bulls
2023 - 2024 (1 year)
Full Time Student
2022 - 2023 (1 year)
Performance Wealth Partners, LLC
2022 - 2022 (1 year)
Performance Wealth Partners, LLC
2021 - 2023 (2 years)
Full Time Student
2020 - 2022 (2 years)
William Blair & Company
2020 - 2020 (1 year)
Full Time Student
2013 - 2020 (7 years)
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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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