BH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B
Fee Structure
Financial Plan Fee:$100 - $25,000
Hourly Rate:$100 - $500/hr
Investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship. Financial planning is offered on an hourly basis ($100-$500/hour) or fixed fee basis ($100-$25,000 per billing period). Fees are negotiable. Clients using SMArtX also pay a platform fee.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
Delaware, OH
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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
September 2023 - Present · 2 yrs 4 mos
State Registrations3 states
OHTXUT
Advisor
Exams
No exam information available for this advisor.