Charles Hal Kooken

Ofg Financial Services, INC.

38 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Ofg Financial Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

850 clients

Average Client Portfolio

$318K average

Assets Under Management

$270.0M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.00%
$250K - $500K	0.90%
$500K - $1.0M	0.80%
$1.0M - $5.0M	0.70%
$5M+	0.65%

This schedule is used as only an example; actual fees could differ from what is on this schedule. Under certain circumstances, all OFG advisory fees may be negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Townsite Plaza #2, Suite 105, 120 SE 6th Avenue, Topeka, KS, 66603-3515

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History

Regulatory History (1)

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