Kristine A. Boelte & Associates, operating as Boelte O'Hara Wealth Management, offers investment management and financial planning services. They provide ongoing portfolio management, investment advice, and financial planning consultations. Financial planning covers wills, estate plans, investments, taxes, and insurance. They do not sell commissioned products.
Assets Under Management$17M
Clients144
Advisors1
Avg. per Client$120K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable depending upon the amount of assets and client relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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