Jennifer O'hara
Jennifer O'hara is a CFP-designated registered investment advisor at Digital Ascension Group - Wealth, based in Albrightsville, PA, with 9 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,551 clients with $560M 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 $5.0M | 2.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Separate schedules apply for digital assets and traditional assets. The digital asset schedule is listed above. Traditional assets are charged 0.75% for $5M or less, 0.50% for $5M to $10M, and 0.40% over $10M. Fees may be negotiable.
Fee Estimator
Location
Albrightsville, PA
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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
Digital Ascension Group - Wealth
Previous Registrations
Savant Wealth Management
The Mather Group, LLC
Rph Financial Services, INC.
Rph Financial Services, INC
SA Stone Wealth Management INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.