O'Hagan Group provides financial planning, consulting, and investment management services to individuals, trusts, and estates. Financial planning covers retirement, cash flow, estate, and insurance planning. Wealth management includes financial planning and discretionary investment portfolio management, primarily using individual equity securities and exchange-traded funds. O'Hagan Group tailors its services to each client's needs and objectives, considering their risk tolerance and financial situation.
Assets Under Management$1B
Clients1,328
Advisors10
Avg. per Client$770K
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
The Firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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