RO
CFP
RO
CFP

Rhylie Ann Rearick Ochs

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,356 clients
Average Client Portfolio
$467K average
Assets Under Management
$633.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.65%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.45%
$25.0M - $50.0M0.40%
$50M+0.35%

Allegheny has the right to deviate from this schedule and negotiate fees on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rhylie provides notary services and prepares standard tax returns for clients. These activities are non-investment related and take minimal time.

Employment History
Current Registrations
Allegheny Investments
March 2007 - Present · 18 yrs 11 mos
Previous Registrations
Allegheny Investments, LTD.Broker
August 2022 - December 2024 · 2 yrs 4 mos
Allegheny Financial Group LTD
March 2005 - March 2007 · 2 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Rhylie Ann Rearick Ochs - Financial Advisor | TrueAdvisor