Boelte O'Hara Wealth Management is an investment management and financial planning firm founded in 2015 by Kristine A. Boelte, located in Clarksville, Virginia. The firm offers both discretionary and non-discretionary portfolio management, tailored around each client's individual goals, time horizons, and risk tolerance. In addition to managing investments, Boelte O'Hara Wealth Management provides financial planning, estate planning coordination, and qualified retirement plan consulting. The firm operates with a focus on comprehensive wealth guidance, helping clients navigate retirement planning, taxes, insurance reviews, and estate planning considerations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is up to 2.00% of assets under management, billed monthly in advance. Fees are negotiable based on account size and client relationship.