Angela Cougle is a registered investment advisor at O'hagan Group, INC., based in Bethlehem, PA, with 13 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,328 clients with $1B 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
The Firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
1429 West Broad Street, Bethlehem, PA, 18018
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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 →Other Business Activities
Angela is a notary public since 2018, a non-investment related activity. She dedicates minimal time to this.
Employment History
Current Registrations
O'hagan Group, INC.
Previous Registrations
Arbor Point Advisors
Kms Financial Services, INC
Pks Advisory Services, LLC
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.