GO Know
As a Registered Investment Advisory firm, O’Connell Investment & Insurance Services, LLC puts you first. We serve as a fiduciary, legally obligating us to act in the best interest of our clients. We chose this model of investment advising because it has always been our goal to do the best job for our clients. We are independent from brokerage firms and corporate politics.
Our process is straightforward. We learn about your interests, study your income and assets, and then choose the products that best align with your needs, while considering the costs and informing you about all options.
Fee Structure
Like many RIA firms, O’Connell Investment charges a fair annual percentage fee. This covers a variety of costs, including researching and advising on investments, monitoring and managing your investment portfolio, and measuring performance. It pays for administrative and financial support services, accounting, billing and providing online account access. A portion of this also pays the custodial transaction fees to an institutional custodian that holds our client’s investments securities. The custodian we work with is The Charles Schwab Corporation.