Richard O'hara is a CFP-designated registered investment advisor at Lake Street, based in Palm City, FL, with 17 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 512 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lake Street charges up to 2% annually for managing your investments. The specific rate is based on the value of your portfolio and is agreed upon in your advisory agreement. Fees are charged monthly, in advance. Lake Street may negotiate a lower fee based on factors like the amount you invest or if you're a long-term client.
Location
Palm City, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lake Street
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.