John Ohly is a registered investment advisor at Bontempo Ohly Capital Management, LLC, based in Bethesda, MD, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 160 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $75.0M | 0.55% |
| $75.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
The fee schedule shown is for equity investments. Fixed income investments have a lower fee schedule. Bontempo Ohly Capital Management reserves the right to adjust the fee schedule for accounts depending on the size and type of account and the services required.
Fee Estimator
Location
7501 Wisconsin Ave, Suite 1340, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bontempo Ohly Capital Management, LLC
Previous Registrations
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations1 state
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