O’Hara Wealth Management Inc (OWMI) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. OWMI also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debit/credit planning. OWMI generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities and ETFs.
Assets Under Management$6.4M
Clients27
Advisors1
Avg. per Client$240K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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