Advisor at O'Hara Wealth Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
O'Hara Wealth Management Inc
Location
Port Jefferson Station, NY 11776
Credentials
PFS™
Industry experience
4 years
Joseph Ohara is a PFS™ credentialed financial advisor with eight years at O'Hara Wealth Management Inc and a total of 17 years in the industry, including his ongoing role at O'Hara & Company. He also serves as CFO for an auto parts supplier. O'Hara Wealth Management Inc is an independent investment adviser that provides portfolio management and comprehensive financial planning to individual and high-net-worth clients, employing fundamental analysis and modern portfolio theory to construct portfolios. The firm is affiliated with an accounting practice and is led by a licensed CPA, offering both discretionary and non-discretionary services.
Based on O'Hara Wealth Management Inc
Financial planning fees between $1,500 and $15,000 (negotiable fixed rate)
$1 - $1,000,000: 1.00% $1,000,000 - $10,000,000: 0.85%
812 Hallock Avenue
Port Jefferson Station, NY 11776
New York
OHara Wealth Management Inc
2018 - Present (8 years)
O'Hara & Company
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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