Advisor at Bontempo Ohly Capital Management, LLC
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Location
Bethesda, MD 20814
Credentials
Series 63, Series 65
Industry experience
25 years
Ormand Bontempo is a financial advisor with Bontempo Ohly Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Bontempo Ohly Capital Management since 2004. Bontempo Ohly Capital Management provides discretionary investment management, financial planning, and consultation services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm uses strict quantitative modeling for security analysis and manages customized portfolios based on client risk tolerance, time horizon, and goals.
Based on Bontempo Ohly Capital Management, LLC
Fixed fees for planning services possible if agreed with client prior to service
$0 - $1,999,999: 1.0% equity, 0.50% fixed income $2,000,000 - $4,999,999: 0.90% equity, 0.45% fixed income $5,000,000 - $9,999,999: 0.80% equity, 0.40% fixed income $10,000,000 - $24,999,999: 0.70% equity, 0.35% fixed income $25,000,000 - $49,999,999: 0.60% equity, 0.30% fixed income $50,000,000 - $74,999,999: 0.55% equity, 0.275% fixed income $75,000,000 - $99,999,999: 0.50% equity, 0.25% fixed income $100,000,000+: 0.40% equity, 0.20% fixed income
$375 per hour for financial planning; $650 per hour for consultation services
Account minimum: $500,000 Fee-only: Financial planning services: $375 per hour; Consultation services: $650 per hour; Fixed fees possible for planning services if agreed
7501 Wisconsin Ave, Suite 1340
Bethesda, MD 20814
Maryland
Bontempo Ohly Capital Management, LLC
2004 - Present (22 years)
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Insurance agent
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Bank
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Trust company
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Accountant / CPA / tax prep
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