Christopher John O'Shea
Investment Adviser Representative at FINANCIAL CONSULATE
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 (Active/Index Equity) | 1.00% |
| $1,000,001 to $5,000,000 (Active/Index Equity) | 0.70% |
| $5,000,001 to $25,000,000 (Active/Index Equity) | 0.50% |
| Over $25,000,000 (Active/Index Equity) | 0.25% |
| Managed Portfolios without Equity - Income | 0.50% |
| Managed Portfolios without Equity - Short Term Cash | 0.25% |
| Separately Managed Accounts - Equity-based | 0.50% |
| Separately Managed Accounts - Income-based | 0.25% |
| Guaranteed Withdrawal Annuities | 0.25% |
| Financial Supervision | 0.20% |
Financial Consulate Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at FINANCIAL CONSULATE
12 other advisors in the directory
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