Bontempo Ohly Capital Management manages investment portfolios for individuals, retirement accounts, corporations, and other institutions. They customize each portfolio to the client's risk tolerance, time horizon, and goals. They also offer financial planning and consultation services, including evaluating existing investment strategies and the performance of other investment managers.
Assets Under Management$370M
Clients160
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $75.0M | 0.55% |
| $75.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
The fee schedule shown is for equity investments. Fixed income investments have a lower fee schedule. Bontempo Ohly Capital Management reserves the right to adjust the fee schedule for accounts depending on the size and type of account and the services required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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