O’H Capital provides portfolio management services based on each client's individual goals, time horizon, and risk tolerance. Led by Kevin O’Hara, the firm builds customized investment strategies using fundamental and technical analysis, placing client assets with Charles Schwab & Co. as custodian. O’H Capital operates on a fee schedule based on the value of the portfolio under management and requires a minimum household investment of $1,000,000.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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