BH
BH

Bohdan Hall

3 Years of Experience
Worthington, OH

Bohdan Hall is a registered investment advisor at Oneseven, based in Worthington, OH, with 3 years of industry experience. Bohdan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
16,335 clients
Average Client Portfolio
$472K average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.

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

470 Olde Worthington Road, Suite 200, Worthington, OH, 43082

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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

Bohdan is a managing member of 614 Wealth Architects, LLC, formed to receive income from his advisory business. This activity takes about a quarter of his time.

Employment History
Current Registrations
Oneseven
September 2023 - Present · 3 yrs 1 mo
State Registrations3 states
OHTXUT
Advisor

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.

Exams
No exam information available for this advisor.
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