Bohdan Hall is a registered investment advisor at Oneseven, based in Park City, UT, with 2 years of industry experience. Bohdan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
4554 N Forestdale Drive, Unit F39, Park City, UT, 84098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bohdan is a managing member of 614 Wealth Architects, LLC, formed to receive income from his advisory business. This activity takes about a quarter of his time.
Employment History
Current Registrations
Oneseven
State Registrations3 states
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