Joseph Ohara
Joseph Ohara is a PFS-designated registered investment advisor at O'hara Wealth Management INC, based in Port Jefferson Station, NY, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 27 clients with $6.4M 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+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
812 Hallock Avenue, Port Jefferson Station, NY, 11776
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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
Joseph serves as the CFO for an auto parts supplier.
Employment History
Current Registrations
O'hara Wealth Management INC
State Registrations1 state
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