O'Haver Wealth Management offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create investment policy statements and construct plans to aid in selecting portfolios. They also offer financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. O'Haver Wealth Management generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and private placements.
Assets Under Management$3.2M
Clients46
Advisors1
Avg. per Client$70K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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