Michael O'hara is a registered investment advisor at Smithbrook, LLC, based in Bend, OR, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $91M 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 $3.0M | 0.95% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.55% |
Minimum annual fee of $28,500. Third-Party Adviser fees are typically 0.85% to 1.0%.
Fee Estimator
Location
Bend, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael provides project-based consulting and advisory services to hedge funds and family investment offices, focusing on trading operations, fintech solutions, and personnel programs. He also owns an investment-related private residence in Montauk, NY. These activities require minimal time.
Employment History
Current Registrations
Smithbrook, LLC
State Registrations3 states
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