O'Connor Portfolio Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
O’Connor Portfolio Management provides comprehensive portfolio management and financial planning and consulting to individuals (including high net worth clients) as well as trusts, estates and charitable organizations. The firm reports about $50.7 million in assets under management and accepts both discretionary and non-discretionary client relationships.
The firm tailors portfolios through an initial review of a client’s financial situation, goals and risk tolerance and allows clients to elect discretionary or non-discretionary authority on their comprehensive management agreement. Investment implementation draws on ETFs, mutual funds, individual stocks and bonds and option strategies (including covered calls and hedging), with a mix of fundamental, technical and cyclical analysis and at least quarterly account reviews.
Distinctive features include a larger share of the firm’s regulatory AUM managed on a non-discretionary basis (approximately $28.1 million non‑discretionary versus $22.6 million discretionary as of the firm’s filing), which is uncommon among peers and reflects an emphasis on prior client approval for trades. The firm also provides financial planning and a range of specialized consulting services (tax and corporate planning, cost segregation, real estate analysis) to portfolio clients at no additional charge and uses Charles Schwab as its custodian, receiving Schwab-provided research and support services.
Client services
Expertise
Fee options
$250,000 - $9,999,999: 2.00% $10,000,000 - $24,999,999: 1.50% $25,000,000+: 1.00%
Account minimum: $250,000 Fee-only: Financial Planning & Consulting provided only for Portfolio Management clients at no charge
Main office
Tampa FL
Advisors at this office
1
Most active in
Florida · Wisconsin
Also doing business as
O'connor Portfolio Management LLC · Wealth Portfolio Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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