C.w. O'conner Wealth Advisors, Inc.

C. W. O'Conner Wealth Advisors, Inc. is a registered investment adviser based in Duluth, Georgia, established in 1995. The firm offers fee-only wealth management services, including financial planning and investment management. Clients can opt for wealth management services tailored to their needs or investment management services only. The firm may manage portfolios on a discretionary or non-discretionary basis, with discretionary authority allowing them to make investment decisions without client approval. Clients may also be recommended to use third-party investment advisers, with fees included in the portfolio management fee. The fee structure is based on a percentage of assets under management, with a minimum annual fee of $10,000. Advisory fees are billed quarterly in advance and can be deducted directly from the client's account. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, pension plans, trusts, and corporations, with no minimum account size required. The firm's investment strategies are tailored to each client's financial situation, risk tolerance, and objectives. C. W. O'Conner Wealth Advisors, Inc. does not have any disciplinary information and does not receive compensation for client referrals. Clients' funds and securities are held with independent custodians, and the firm does not vote proxies on behalf of clients.