Bolhan Wealth provides ongoing portfolio management and personalized financial planning services to individuals, high-net-worth clients, and business entities. The firm creates customized investment strategies based on each client's individual goals, time horizon, and risk tolerance, often utilizing independent managers and platforms such as SEI. Bolhan Wealth's financial planning services cover investment planning, life insurance needs, tax concerns, retirement planning, college savings, and debt management. Led by Certified Public Accountant David Paul Bolenbaugh, the firm operates as a registered investment advisor legally required to act in your best interest. In addition to investment and planning services, the firm's principals maintain an affiliated Certified Public Accountant firm and insurance licensing, offering clients access to tax and insurance products where appropriate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Independent manager fees through SEI are separate and in addition to Bolhan Wealth's fee schedule, with a combined fee limit of 2%.