| 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.
120 S. Santa Fe, Salina, KS, 67401
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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 →Kelli is part owner of Webb & Associates, Inc., which handles office expenses and employee benefits, taking up most of her time. She also runs Pathway Financial Solutions, LLC, an insurance agency, dedicating about 10% of her time to it.